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
7/23/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type