Level Wealth Management LLC

Q4 2024 13F Holdings

Location
Greensboro, NC
Holdings as of
12/31/2024
Value ($000)
$141,543
Num holdings
53
Date filed
1/24/2025
Form type
13F-HR
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SEC
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This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type