Level Wealth Management LLC's ownership history for DFAX

Level Wealth Management LLC currently holds 10.2K shares with a market value of $320.6K. It started holding DFAX on 2024-12-31. At its peak, it held 10.2K shares on 2024-12-31. Its highest holding value was $320.6K on 2025-09-30. At its lowest, it held 10.2K shares on 2024-12-31, with a value of $254.0K on 2024-12-31. In the recent 180 days, Level Wealth Management LLC has increased its shares by 0.