Level Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Greensboro, NC
CIK
0002036775
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
53
141,542
VTI, BND, VEA, VTEB
RESTATEMENT
1/24/2025
000200143425000003
Additional filings from Level Wealth Management LLC that have since been restated
Q4 2024