Level Financial Advisors, Inc. Vanguard Russell 3000 ETF Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	BUY	$187.8 - $216.93 $4,695 - $5,423	25 New	25 $5,000

Others Institutions Holding VTHR

# of Institutions

176

Shares Held

3.44M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

624K
Shares

$166 Million
0.04% of portfolio
International Assets Investment Management, LLC Orlando, FL

207K
Shares

$55.1 Million
0.0% of portfolio
Cliffwater LLC Marina Del Rey, CA

201K
Shares

$53.5 Million
13.04% of portfolio
Gratus Capital LLC

195K
Shares

$51.9 Million
1.95% of portfolio
Natixis Advisors, L.P. Boston, MA

158K
Shares

$42.2 Million
0.08% of portfolio

About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
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