Level Financial Advisors
Q1 2024 13F Holdings
Location
East Amherst, NY
Holdings as of
3/31/2024
Value ($000)
$220,455
Num holdings
72
Date filed
4/19/2024
Form type
13F-HR
Prev filing
1/22/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2 - RESTATEMENT
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type