Level Financial Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
151Shares Held
9.87MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$90.5 Million0.04% of portfolio
-
Cwm, LLC732KShares$39.3 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$37.7 Million0.06% of portfolio
-
Morgan Stanley New York, NY546KShares$29.4 Million0.0% of portfolio
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Leigh Baldwin & Co., LLC Cazenovia, NY483KShares$26 Million0.42% of portfolio