Level Financial Advisors

Q3 2024 13F Holdings

Location
East Amherst, NY
Holdings as of
9/30/2024
Value ($000)
$262,039
Num holdings
75
Date filed
10/10/2024
Form type
13F-HR
Prev filing
7/23/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type