Level Financial Advisors’s Eaton ETN Stock Holding History

Level Financial Advisors’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$2K	–	269
2022 Q4	$2K	Buy	+10	New	+$1.53K	﹤0.01%	220

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Level Financial Advisors's ETN Position: Q1 2023 in Review

Level Financial Advisors sold out of Eaton (ETN) in Q1 2023, closing a stake of 10 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in ETN in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

Level Financial Advisors reported no remaining Eaton position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 10 Eaton shares in Q1 2023, an estimated $2K.
Level Financial Advisors first reported a position in Eaton in Q4 2022 and held it in 1 quarter.
Level Financial Advisors's Eaton position peaked at $2K in Q4 2022.
1,525 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.