Level Four Advisory Services, LLC Franklin U.S. Low Volatility H Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding LVHD
# of Institutions
95Shares Held
7.45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.12MShares$45.1 Million0.09% of portfolio
-
Morgan Stanley New York, NY991KShares$39.8 Million0.0% of portfolio
-
Albion Financial Group837KShares$33.6 Million2.25% of portfolio
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Lpl Financial LLC Fort Mill, SC750KShares$30.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC470KShares$18.9 Million0.0% of portfolio