Level Financial Advisors's ownership history for SPY

Level Financial Advisors currently holds 3.8K shares with a market value of $2.5M. It started holding SPY on 2024-09-30. At its peak, it held 3.9K shares on 2025-03-31. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 720 shares on 2024-09-30, with a value of $413.1K on 2024-09-30. In the recent 180 days, Level Financial Advisors has decreased its shares by 138. In the recent year, Level Financial Advisors has increased its shares by 3.1K.