Level Four Advisory Services, LLC Purchases in Q3 2024

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.15K
+ 5.47%
$57.32 - $62.65 $352K - $385K
119K $7.39M
AXP
American Express CO

Financial Services
2.18K
+ 40.63%
$225.92 - $271.17 $492K - $590K
7.53K $2.04M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.49K
+ 57.7%
$106.11 - $113.72 $689K - $738K
17.7K $2M
KO
Coca Cola CO

Consumer Defensive
503
+ 0.55%
$62.69 - $73.01 $31.5K - $36.7K
91.2K $6.55M
AMP
Ameriprise Financial Inc

Financial Services
546
+ 4.45%
$391.53 - $469.81 $214K - $257K
12.8K $6.03M
BR
Broadridge Financial Solutions, Inc.

Technology
1.69K
+ 7.47%
$196.56 - $218.55 $331K - $368K
24.2K $5.21M
ADI
Analog Devices Inc

Technology
3.19K
+ 70.03%
$200.56 - $243.33 $639K - $775K
7.73K $1.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.02K
+ 3.73%
$84.77 - $97.13 $341K - $390K
112K $10.7M
GMAB
Genmab A/S

Healthcare
30.1K
+ 246.28%
$23.84 - $28.48 $717K - $857K
42.3K $1.03M
DFAU
Dimensional ETF Tr

ETFs
17.8K
New
$35.8 - $39.69 $638K - $707K
17.8K $707K
COP
Conocophillips

Energy
11.8K
+ 19.4%
$102.3 - $116.61 $1.21M - $1.37M
72.5K $7.63M
WEC
Wec Energy Group, Inc.

Utilities
2.24K
+ 8.46%
$77.68 - $96.19 $174K - $216K
28.7K $2.76M
PAVE
Global X Fds Us Infrastructure

ETFs
15.2K
+ 116.99%
$36.39 - $41.16 $554K - $626K
28.2K $1.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.91K
+ 13.34%
$79.29 - $84.02 $469K - $497K
50.2K $4.21M
DBX
Dropbox, Inc.

Technology
4.16K
+ 2.21%
$21.42 - $25.44 $89.2K - $106K
192K $4.89M
IHF
Ishares Tr

ETFs
11.1K
+ 182.04%
$51.37 - $58.67 $569K - $649K
17.1K $979K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
21.9K
New
$28.45 - $30.18 $624K - $661K
21.9K $658K
SO
Southern CO

Utilities
941
+ 2.12%
$77.0 - $90.52 $72.5K - $85.2K
45.2K $4.08M
GILD
Gilead Sciences, Inc.

Healthcare
1.74K
+ 5.39%
$66.59 - $83.99 $116K - $146K
34.1K $2.85M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.3K
+ 99.15%
$46.9 - $51.96 $532K - $590K
22.8K $1.17M
SHOP
Shopify Inc.

Technology
2.33K
+ 7.39%
$52.26 - $80.75 $122K - $188K
33.8K $2.71M
UNP
Union Pacific Corp

Industrials
985
+ 5.23%
$221.78 - $256.09 $218K - $252K
19.8K $4.88M
MBB
Ishares Tr

ETFs
6.41K
New
$90.85 - $96.66 $582K - $620K
6.41K $614K
RTX
Raytheon Technologies Corp

Industrials
739
+ 2.94%
$99.55 - $123.34 $73.6K - $91.1K
25.8K $3.13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.7K
+ 83.98%
$36.98 - $41.55 $508K - $571K
30.1K $1.24M
IEF
Ishares Barclays

ETFs
3.24K
+ 5.28%
$92.67 - $99.14 $300K - $321K
64.5K $6.33M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.28K
+ 112.09%
$218.05 - $243.47 $497K - $555K
4.32K $1.05M
MO
Altria Group, Inc.

Consumer Defensive
1.64K
+ 1.82%
$45.95 - $54.71 $75.2K - $89.5K
91.7K $4.68M
HPE
Hewlett Packard Enterprise CO

Technology
27.8K
New
$16.1 - $21.44 $447K - $595K
27.8K $568K
DUK
Duke Energy Corp

Utilities
820
+ 2.63%
$99.35 - $117.71 $81.5K - $96.5K
32K $3.69M
NXPI
Nxp Semiconductors N.V.

Technology
3.03K
+ 52.73%
$225.14 - $290.78 $682K - $881K
8.77K $2.11M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.18K
+ 21.67%
$198.8 - $270.35 $235K - $320K
6.64K $1.64M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.91K
+ 15.14%
$37.98 - $41.19 $338K - $367K
67.7K $2.79M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.48K
+ 191.6%
$59.93 - $66.52 $448K - $498K
11.4K $757K
CNI
Canadian National Railway CO

Industrials
4.64K
+ 12.97%
$110.1 - $123.65 $511K - $574K
40.4K $4.74M
RSG
Republic Services, Inc.

Industrials
1.56K
+ 5.24%
$189.34 - $208.21 $296K - $326K
31.4K $6.3M
LEN
Lennar Corp

Consumer Cyclical
1.66K
+ 32.21%
$142.5 - $192.45 $237K - $320K
6.82K $1.28M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
20.8K
New
$22.25 - $24.44 $463K - $508K
20.8K $502K
FXI
Ishares Tr

ETFs
15.7K
New
$24.78 - $32.17 $389K - $505K
15.7K $498K
GTES
Gates Industrial Corp PLC

Industrials
23.6K
+ 50.21%
$15.22 - $18.59 $359K - $438K
70.6K $1.24M
ELV
Elevance Health, Inc.

Healthcare
1.43K
+ 12.12%
$500.12 - $562.29 $714K - $803K
13.2K $6.87M
FLMX
Franklin Templeton ETF Tr

ETFs
22.6K
+ 27.63%
$25.39 - $30.76 $575K - $697K
105K $2.79M
MELI
Mercadolibre Inc

Consumer Cyclical
149
+ 34.17%
$1591.44 - $2140.1 $237K - $319K
585 $1.2M
JBT
John Bean Technologies Corp

Industrials
4.66K
+ 89.31%
$84.93 - $104.4 $396K - $487K
9.88K $972K
LOB
Live Oak Bancshares, Inc.

Financial Services
7K
+ 60.54%
$33.45 - $49.72 $234K - $348K
18.6K $879K
EWJ
Ishares Msci Japan ETF

ETFs
6.44K
New
$63.12 - $72.99 $407K - $470K
6.44K $460K
AMD
Advanced Micro Devices Inc

Technology
2.38K
+ 6.83%
$128.67 - $183.96 $306K - $438K
37.3K $6.11M
DGX
Quest Diagnostics Inc

Healthcare
3.18K
+ 9.87%
$137.09 - $137.09 $436K - $436K
35.4K $4.86M
RACE
Ferrari N.V.

Consumer Cyclical
795
+ 72.54%
$405.92 - $496.79 $323K - $395K
1.89K $888K
Activity Summary
Buys All Purchases 461 New Holdings 75 Increased Positions 386 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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