Level Financial Advisors, Inc.
Q4 2023 13F Holdings
Location
Amherst, NM
Holdings as of
12/31/2023
Value ($000)
$202,286
Num holdings
279
Date filed
1/22/2024
Form type
13F-HR
Prev filing
10/18/2023
Next filing
4/19/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
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2023 Q1
2022 Q4
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2022 Q2 - RESTATEMENT
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type