Level Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationgreensboro, NC
- CIK0002036775
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
53 | $141.54M | VTI, BND, VEA, VANGUARD MUN BD FDS | RESTATEMENT | Jan 24, 2025 | 000200143425000003 |