Level Four Advisory Services, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding GRID
# of Institutions
290Shares Held
16.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.3 Million0.01% of portfolio
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Assetmark, Inc763KShares$92 Million0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.5 Million4.5% of portfolio