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Company Main View
Name:
Level Financial Advisors Inc.
City:
AMHERST
State:
NM
Zip:
14228
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$220,448,000
Total Value Change :
$18,167,000
Securities Held Change :
-207
All Securities Held :
72
New Positions
:
1
Closed Positions
:
208
Increased Positions
:
27
Unchanged Positions
:
12
Decreased Positions
:
32
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Free Registration Required For Full Results
Holdings Found :
1
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
GBTC
Grayscale Bitcoin
68
New
$0.00
$255,000
4,041
0.12%
255,000
4,041
0.001
N/A
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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