Level Financial Advisors, Inc. Sells in Q4 2024

Level Financial Advisors, Inc.

  • $252 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVRE
American Centy ETF Tr Avantis
-5.83K
- 3.67%
$41.03 - $46.91 $239K - $273K
153K $6.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.79K
- 4.02%
$521.84 - $558.82 $1.98M - $2.12M
90.4K $48.7M
XOM
Exxon Mobil Corp

Energy
-5.05K
- 30.62%
$105.51 - $125.37 $533K - $633K
11.4K $1.23M
DFAE
Dimensional ETF Tr

ETFs
-14.7K
- 11.55%
$25.36 - $28.15 $373K - $414K
112K $2.85M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.18K
- 10.14%
$114.08 - $125.68 $248K - $273K
19.3K $2.21M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.1K
- 14.13%
$94.37 - $106.41 $387K - $436K
24.9K $2.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.78K
- 10.45%
$48.33 - $49.08 $231K - $234K
40.9K $1.98M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.87K
- 3.16%
$42.33 - $43.3 $164K - $168K
119K $5.05M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2K
- 0.99%
$40.38 - $44.35 $80.6K - $88.6K
200K $8.19M
NYF
Ishares New York Muni Bond ETF

ETFs
-2.41K
- 5.95%
$52.85 - $54.34 $127K - $131K
38.1K $2.03M
NEE
Nextera Energy Inc

Utilities
-162
- 2.31%
$69.77 - $85.43 $11.3K - $13.8K
6.86K $491K
DFIV
Dimensional ETF Tr

ETFs
-862
- 3.91%
$34.86 - $37.97 $30K - $32.7K
21.2K $751K
IWC
Russell Micro Cap ETF

ETFs
-1.07K
- 9.48%
$120.3 - $138.84 $128K - $148K
10.2K $1.33M
DFAT
Dimensional ETF Tr U S Target

ETFs
-991
- 1.35%
$54.54 - $61.04 $54K - $60.5K
72.5K $4.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-170
- 1.59%
$176.42 - $186.91 $30K - $31.8K
10.6K $1.88M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-317
- 6.43%
$56.61 - $61.63 $17.9K - $19.5K
4.61K $261K
VBR
Vanguard Small Cap Value ETF

ETFs
-108
- 1.71%
$197.36 - $217.3 $21.3K - $23.5K
6.22K $1.23M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-363
- 7.92%
$100.18 - $109.1 $36.4K - $39.6K
4.22K $442K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-53
- 0.41%
$22.65 - $23.8 $1.2K - $1.26K
13K $294K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-90
- 1.99%
$124.61 - $133.96 $11.2K - $12.1K
4.43K $571K
MTB
M&T Bank Corp

Financial Services
-3
- 0.17%
$172.48 - $221.95 $517 - $666
1.77K $332K
AAPL
Apple Inc.

Technology
-281
- 3.03%
$221.69 - $259.02 $62.3K - $72.8K
8.98K $2.25M
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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