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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.47K
+ 30.18%
$44.65 - $47.21 $110K - $117K
10.7K $498K
ERH
Allspring Utilities & High Income Fund

Financial Services
11.6K
New
$9.73 - $11.16 $113K - $130K
11.6K $129K
ARGX
Argenx Se

Healthcare
3
+ 0.26%
$434.22 - $551.9 $1.3K - $1.66K
1.14K $617K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.78K
+ 21.09%
$39.95 - $45.86 $71.1K - $81.6K
10.2K $466K
JCI
Johnson Controls International PLC

Industrials
177
+ 1.81%
$65.52 - $77.61 $11.6K - $13.7K
9.98K $774K
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.25K
+ 153.97%
$31.02 - $58.9 $256K - $486K
13.6K $426K
VEA
Vanguard Ftse Developed Market

ETFs
878
+ 4.1%
$47.6 - $53.31 $41.8K - $46.8K
22.3K $1.18M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.42K
+ 12.94%
$84.18 - $106.5 $204K - $258K
21.1K $2.11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
609
+ 2.72%
$71.45 - $75.64 $43.5K - $46.1K
23K $1.73M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
5.33K
+ 33.26%
$35.85 - $53.39 $191K - $285K
21.4K $886K
SPGI
S&P Global Inc.

Financial Services
30
+ 2.16%
$446.32 - $527.38 $13.4K - $15.8K
1.42K $731K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.05K
+ 30.84%
$92.1 - $95.52 $96.5K - $100K
4.45K $424K
LBRT
Liberty Energy Inc.

Energy
13.2K
+ 16.67%
$18.68 - $24.15 $246K - $318K
92.2K $1.76M
NI
Nisource Inc.

Utilities
80
+ 0.45%
$28.54 - $34.64 $2.28K - $2.77K
18K $623K
HYLS
First Tr Tactical High Yield L

ETFs
2.22K
+ 22.81%
$40.54 - $42.23 $90.1K - $93.9K
12K $502K
HYG
Ishares Tr

ETFs
1.03K
+ 13.8%
$76.72 - $80.36 $78.6K - $82.4K
8.45K $678K
PBA
Pembina Pipeline Corp

Energy
133
+ 0.56%
$36.86 - $41.36 $4.9K - $5.5K
23.8K $982K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.17K
+ 15.67%
$44.07 - $50.57 $51.3K - $58.9K
8.6K $434K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
11.4K
New
$8.03 - $9.1 $91.8K - $104K
11.4K $104K
SYK
Stryker Corp

Healthcare
193
+ 11.7%
$315.94 - $371.96 $61K - $71.8K
1.84K $665K
IWD
Ishares Russell 1000 Val ETF

ETFs
44
+ 0.71%
$173.36 - $189.8 $7.63K - $8.35K
6.23K $1.18M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.88K
+ 10.99%
$41.95 - $43.42 $78.8K - $81.5K
19K $823K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
7.1K
+ 9.91%
$7.45 - $8.23 $52.9K - $58.4K
78.7K $634K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
3.78K
+ 26.85%
$24.07 - $24.62 $90.9K - $93K
17.8K $439K
TMO
Thermo Fisher Scientific Inc.

Healthcare
61
+ 6.64%
$531.86 - $624.21 $32.4K - $38.1K
979 $605K
OZK
Bank Ozk

Financial Services
1.58K
+ 10.94%
$39.66 - $47.08 $62.5K - $74.2K
16K $687K
ECL
Ecolab Inc.

Basic Materials
70
+ 1.56%
$228.86 - $255.76 $16K - $17.9K
4.55K $1.16M
STX
Seagate Technology Holdings PLC

Technology
699
+ 27.82%
$92.1 - $110.76 $64.4K - $77.4K
3.21K $351K
CCI
Crown Castle International Corp

Real Estate
240
+ 7.95%
$95.29 - $120.24 $22.9K - $28.9K
3.26K $386K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.74K
+ 31.67%
$49.7 - $56.11 $86.5K - $97.7K
7.24K $397K
XEL
Xcel Energy Inc

Utilities
178
+ 2.72%
$52.11 - $65.3 $9.28K - $11.6K
6.72K $438K
NGG
National Grid PLC

Utilities
311
+ 6.12%
$57.14 - $70.48 $17.8K - $21.9K
5.39K $375K
STE
Steris PLC

Healthcare
129
+ 5.42%
$213.51 - $247.14 $27.5K - $31.9K
2.51K $608K
PAYX
Paychex Inc

Industrials
272
+ 8.85%
$116.17 - $135.19 $31.6K - $36.8K
3.35K $448K
VNT
Vontier Corp

Technology
5.17K
+ 24.56%
$31.95 - $41.39 $165K - $214K
26.2K $885K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2
+ 0.02%
$69.7 - $76.81 $139 - $154
12.6K $964K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
5.35K
+ 37.5%
$12.0 - $13.08 $64.2K - $70K
19.6K $255K
CTVA
Corteva, Inc.

Basic Materials
865
+ 14.17%
$50.72 - $58.78 $43.9K - $50.8K
6.97K $409K
MKL
Markel Corp

Financial Services
51
+ 38.35%
$1494.55 - $1645.69 $76.2K - $83.9K
184 $288K
CHX
Champion X Corp

Energy
5.93K
+ 18.19%
$28.19 - $35.09 $167K - $208K
38.5K $1.16M
FDUS
Fidus Investment Corp

Financial Services
3.76K
+ 11.43%
$18.76 - $20.34 $70.6K - $76.5K
36.7K $718K
MBLY
Mobileye Global Inc.
30.8K
+ 128.4%
$10.57 - $27.89 $326K - $859K
54.8K $750K
IQV
Iqvia Holdings Inc.

Healthcare
103
+ 5.21%
$206.81 - $251.55 $21.3K - $25.9K
2.08K $492K
ABNB
Airbnb, Inc.

Consumer Cyclical
957
+ 51.59%
$113.01 - $154.34 $108K - $148K
2.81K $356K
ED
Consolidated Edison Inc

Utilities
5
+ 0.1%
$88.42 - $104.97 $442 - $525
5.01K $521K
PPL
Ppl Corp

Utilities
305
+ 2.66%
$27.36 - $33.08 $8.34K - $10.1K
11.8K $389K
CPRT
Copart Inc

Consumer Cyclical
1.91K
+ 11.88%
$49.19 - $55.54 $93.8K - $106K
18K $941K
DOW
Dow Inc.

Basic Materials
947
+ 8.61%
$50.15 - $55.41 $47.5K - $52.5K
11.9K $652K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
563
+ 5.06%
$76.94 - $79.54 $43.3K - $44.8K
11.7K $928K
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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