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
HON
Honeywell International Inc

Industrials
340
+ 4.17%
$196.73 - $220.21 $66.9K - $74.9K
8.49K $1.76M
AGNC
Agnc Investment Corp.

Real Estate
236
+ 1.9%
$9.48 - $10.66 $2.24K - $2.52K
12.6K $132K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.05%
$105.92 - $110.83 $212 - $222
3.7K $408K
DELL
Dell Technologies Inc.

Technology
476
+ 21.58%
$87.89 - $145.97 $41.8K - $69.5K
2.68K $317K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
83
+ 1.16%
$49.07 - $50.44 $4.07K - $4.19K
7.27K $366K
VMC
Vulcan Materials CO

Basic Materials
41
+ 4.93%
$231.83 - $274.51 $9.51K - $11.3K
873 $218K
GM
General Motors CO

Consumer Cyclical
461
+ 6.89%
$39.95 - $49.9 $18.4K - $23K
7.15K $320K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
846
+ 3.02%
$13.31 - $15.65 $11.3K - $13.2K
28.9K $416K
TLSA
Tiziana Life Sciences LTD

Healthcare
10.6K
New
$0.81 - $1.45 $8.59K - $15.4K
10.6K $10K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
270
+ 0.92%
$5.44 - $5.91 $1.47K - $1.6K
29.6K $171K
JFR
Nuveen Floating Rate Income Fund

Financial Services
451
+ 2.57%
$8.36 - $9.0 $3.77K - $4.06K
18K $158K
OEF
Ishares S&P 100 ETF

ETFs
6
+ 0.3%
$266.03 - $266.03 $1.6K - $1.6K
2.01K $535K
MPC
Marathon Petroleum Corp

Energy
1.37K
+ 6.66%
$158.61 - $180.75 $217K - $247K
21.9K $3.56M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
42
+ 0.24%
$21.05 - $21.17 $884 - $889
17.2K $364K
Wells Fargo CO New
13
+ 4.66%
N/A
292 $0
Gsk PLC
1.62K
+ 23.09%
N/A
8.64K $0
Amplify ETF Tr
16.2K
New
N/A
16.2K $0
Atmus Filtration Technologie
24.2K
New
N/A
24.2K $0
Life360 Inc
6.15K
New
N/A
6.15K $0
Amplify ETF Tr
3.22K
New
N/A
3.22K $0
Atlassian Corporation
6.68K
New
N/A
6.68K $0
Noble Corp PLC
7.62K
+ 26.96%
N/A
35.9K $0
CGMU
Capital Group Core Plus Income
10K
New
N/A
10K $0
New York Cmnty Bancorp Inc
78K
New
N/A
78K $0
Ge Vernova Inc
3.51K
+ 207.93%
N/A
5.2K $0
Ftai Aviation LTD
7.76K
New
N/A
7.76K $0
DWAC
Digital World Acquisition Corp.

Financial Services
12.5K
New
N/A
12.5K $0
J P Morgan Exchange Traded F
11.1K
+ 7.73%
N/A
155K $0
Te Connectivity PLC
2.44K
New
N/A
2.44K $0
Ferguson Enterprises Inc
5.3K
New
N/A
5.3K $0
CGMS
Capital Grp Core Plus Income E
84.6K
+ 844.9%
N/A
94.6K $0
T Rowe Price ETF Inc
87.4K
+ 14.22%
N/A
702K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.09K
New
N/A
9.09K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.55K
+ 6.22%
$211.47 - $281.27 $328K - $436K
26.5K $6.5M
PSEC
Prospect Capital Corp

Financial Services
710
+ 3.38%
$4.75 - $5.6 $3.37K - $3.98K
21.7K $116K
Canadian Pacific Kansas City
11K
New
N/A
11K $0
Peakstone Realty Trust
3.22K
+ 21.45%
N/A
18.2K $0
TMC
Tmc The Metals CO Inc.

Basic Materials
500
+ 4.74%
$0.89 - $1.56 $445 - $780
11.1K $11K
LLY
Eli Lilly & CO

Healthcare
187
+ 2.15%
$772.14 - $960.02 $144K - $180K
8.89K $7.88M
FHN
First Horizon Corp

Financial Services
11
+ 0.06%
$14.63 - $17.45 $161 - $192
20K $310K
ETSY
Etsy Inc

Consumer Cyclical
1.86K
+ 5.77%
$51.5 - $65.47 $95.8K - $122K
34.1K $1.9M
BST
Black Rock Science & Technology Trust

Financial Services
101
+ 1.42%
$33.05 - $38.95 $3.34K - $3.93K
7.22K $255K
CUBI
Customers Bancorp, Inc.

Financial Services
3
+ 0.02%
$43.99 - $66.85 $132 - $201
12.7K $589K
WM
Waste Management Inc

Industrials
106
+ 1.43%
$196.96 - $223.45 $20.9K - $23.7K
7.53K $1.56M
SCHW
Schwab Charles Corp

Financial Services
42
+ 1.15%
$61.74 - $76.08 $2.59K - $3.2K
3.71K $240K
VDE
Vanguard Energy ETF

ETFs
47
+ 0.62%
$117.44 - $131.06 $5.52K - $6.16K
7.66K $937K
AI
C3.Ai, Inc.

Technology
2.13K
+ 9.89%
$21.12 - $30.58 $44.9K - $65K
23.6K $572K
INTU
Intuit Inc

Technology
4
+ 0.25%
$602.97 - $670.49 $2.41K - $2.68K
1.58K $980K
BROS
Dutch Bros Inc.

Consumer Cyclical
87
+ 1.38%
$29.1 - $42.81 $2.53K - $3.72K
6.4K $205K
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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