Level Financial Advisors

Q4 2021 vs. Q4 2024 13F Holdings

Period
Q4 2021
Q4 2024
Holdings as of
12/31/2021
12/31/2024
Value ($000)
$131,122
$272,515
Num holdings
284
79
Form type
13F-HR
13F-HR
Date filed
1/20/2022
1/22/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2021 Q4 2024 Diff Chg % Q4 2021 Q4 2024 Diff Chg %