Level Four Advisory Services, LLC Incresed Positions in Q3 2024

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.96K
+ 6.45%
$17.35 - $18.22 $34K - $35.7K
32.4K $585K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.02K
+ 14.38%
$33.88 - $36.77 $34.5K - $37.4K
8.09K $295K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
40
+ 0.37%
$48.71 - $54.57 $1.95K - $2.18K
11K $595K
BSX
Boston Scientific Corp

Healthcare
27
+ 0.35%
$72.96 - $84.0 $1.97K - $2.27K
7.67K $642K
TDIV
First Trust Nasdaq Technology

ETFs
442
+ 11.26%
$70.51 - $81.07 $31.2K - $35.8K
4.37K $350K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.43K
+ 7.98%
$44.66 - $49.15 $63.9K - $70.3K
19.3K $911K
BIGZ
Black Rock Innovation & Growth Trust
6.2K
+ 43.75%
$6.75 - $7.61 $41.9K - $47.2K
20.4K $153K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
899
+ 21.34%
$48.27 - $49.43 $43.4K - $44.4K
5.11K $252K
MUB
Ishares National Muni Bond ETF

ETFs
109
+ 0.61%
$106.13 - $108.7 $11.6K - $11.8K
18.1K $1.96M
HSY
Hershey CO

Consumer Defensive
148
+ 5.87%
$182.45 - $203.25 $27K - $30.1K
2.67K $511K
GDV
Gabelli Dividend & Income Trust

Financial Services
1.11K
+ 9.9%
$22.05 - $24.45 $24.4K - $27K
12.3K $299K
SNOW
Snowflake Inc.

Technology
5.87K
+ 18.87%
$108.56 - $143.02 $637K - $839K
37K $4.24M
TLT
Ishares Barclays 20+ Year Trea

ETFs
136
+ 2.67%
$89.91 - $101.33 $12.2K - $13.8K
5.24K $513K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.17K
+ 3.47%
$24.05 - $24.42 $52.3K - $53.1K
64.8K $1.57M
AVY
Avery Dennison Corp

Industrials
177
+ 11.39%
$202.27 - $224.18 $35.8K - $39.7K
1.73K $382K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.89K
+ 13.38%
$21.12 - $23.6 $39.9K - $44.6K
16K $368K
ET
Energy Transfer LP

Energy
2.8K
+ 8.18%
$15.43 - $16.44 $43.3K - $46.1K
37.1K $594K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
517
+ 3.15%
$48.06 - $49.39 $24.8K - $25.5K
16.9K $835K
SRE
Sempra Energy

Utilities
174
+ 6.59%
$74.97 - $84.04 $13K - $14.6K
2.82K $235K
STAG
Stag Industrial, Inc.

Real Estate
337
+ 4.82%
$35.42 - $40.98 $11.9K - $13.8K
7.33K $286K
LHX
L3 Harris Technologies, Inc.

Industrials
53
+ 3.51%
$221.96 - $243.27 $11.8K - $12.9K
1.56K $371K
BA
Boeing CO

Industrials
1.17K
+ 24.05%
$152.04 - $190.6 $178K - $223K
6.03K $917K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
142
+ 4.76%
$66.56 - $75.11 $9.45K - $10.7K
3.13K $233K
IXUS
Ishares Tr

ETFs
18
+ 0.31%
$64.9 - $73.35 $1.17K - $1.32K
5.74K $416K
RVT
Royce Value Trust, Inc.

Financial Services
540
+ 3.05%
$14.28 - $16.01 $7.71K - $8.65K
18.3K $286K
XLP
Consumer Staples Sector Spdr

ETFs
447
+ 5.36%
$76.04 - $76.04 $34K - $34K
8.78K $667K
HDB
Hdfc Bank LTD

Financial Services
586
+ 9.72%
$58.04 - $66.97 $34K - $39.2K
6.61K $413K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
396
+ 6.72%
$38.33 - $44.95 $15.2K - $17.8K
6.29K $275K
FISV
Fiserv Inc

Technology
200
+ 2.16%
N/A
9.46K $1.18M
MCHP
Microchip Technology Inc

Technology
8.07K
+ 14.53%
$72.0 - $95.98 $581K - $774K
63.6K $5.11M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
353
+ 0.43%
$20.47 - $20.71 $7.23K - $7.31K
81.7K $1.69M
RWT
Redwood Trust Inc

Real Estate
1.29K
+ 11.73%
$6.37 - $8.08 $8.21K - $10.4K
12.3K $94K
IOO
Ishares Tr Global 100 ETF

ETFs
142
+ 5.43%
$89.63 - $100.83 $12.7K - $14.3K
2.76K $273K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
390
+ 3.3%
$21.35 - $22.73 $8.33K - $8.86K
12.2K $275K
DNL
Wiswisdomtree Tr

ETFs
489
+ 7.23%
$36.65 - $40.81 $17.9K - $20K
7.26K $285K
AME
Ametek Inc

Industrials
38
+ 1.52%
$152.74 - $176.01 $5.8K - $6.69K
2.54K $436K
ROST
Ross Stores, Inc.

Consumer Cyclical
29
+ 1.29%
$136.06 - $155.24 $3.95K - $4.5K
2.27K $341K
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
FUND
Sprott Focus Trust Inc.

Financial Services
1.24K
+ 6.07%
$7.41 - $8.1 $9.15K - $10K
21.6K $166K
HON
Honeywell International Inc

Industrials
340
+ 4.17%
$196.73 - $220.21 $66.9K - $74.9K
8.49K $1.76M
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
PBR
Petrobras Petroleo Brasileiro Sa

Energy
846
+ 3.02%
$13.31 - $15.65 $11.3K - $13.2K
28.9K $416K
GM
General Motors CO

Consumer Cyclical
461
+ 6.89%
$39.95 - $49.9 $18.4K - $23K
7.15K $320K
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
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
59
+ 0.45%
$8.04 - $8.65 $474 - $510
13.3K $115K
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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