Level Financial Advisors

Q1 2025 13F Holdings

Location
East Amherst, NY
Holdings as of
3/31/2025
Value ($000)
$294,143
Num holdings
85
Date filed
4/10/2025
Form type
13F-HR
Prev filing
1/22/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type