Level Four Advisory Services, LLC First Tr Large Cap Value Transaction History
Level Four Advisory Services, LLC
- $2.27 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
220Shares Held
10.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$173 Million0.01% of portfolio
-
Ubs Group Ag955KShares$77.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$69.8 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$34.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$24.4 Million0.0% of portfolio