Level Financial Advisors

Q4 2024 13F Holdings

Location
East Amherst, NY
Holdings as of
12/31/2024
Value ($000)
$272,515
Num holdings
79
Date filed
1/22/2025
Form type
13F-HR
Prev filing
10/10/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type