Level Four Advisory Services, LLC Closed Holding Positions

Level Four Advisory Services, LLC

  • $2.27 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Sempra Energy
Q4 2018 Filed on Feb 08, 2019
2,385
N/A
Crown Castle Intl Corp New
Q4 2018 Filed on Feb 08, 2019
400
N/A
Scorpio Bulkers Inc
Q4 2018 Filed on Feb 08, 2019
21,000
N/A
Dominion Energy Inc
Q4 2018 Filed on Feb 08, 2019
9,470
N/A
Rpm Intl Inc
Q4 2018 Filed on Feb 08, 2019
177,000
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 08, 2019
15,163
N/A
NEP
Nextera Energy Partners, LP

Utilities
Q4 2018 Filed on Feb 08, 2019
6,245
$39.89 - $48.5 $249K - $303K
Hess Corp
Q4 2018 Filed on Feb 08, 2019
2,895
N/A
National Oilwell Varco Inc
Q4 2018 Filed on Feb 08, 2019
5,296
N/A
Becton Dickinson & CO
Q4 2018 Filed on Feb 08, 2019
7,200
N/A
Sprint Corp
Q4 2018 Filed on Feb 08, 2019
20,103
N/A
Spectra Energy Partners LP
Q4 2018 Filed on Feb 08, 2019
7,342
N/A
Alexandria Real Estate Eq In
Q4 2018 Filed on Feb 08, 2019
5,975
N/A
Assurant Inc
Q4 2018 Filed on Feb 08, 2019
2,090
N/A
Stanley Black & Decker Inc
Q4 2018 Filed on Feb 08, 2019
3,350
N/A
AFG
American Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 08, 2019
1,885
$85.28 - $112.06 $161K - $211K
QABA
First Trust Nasdaq Aba Communi

ETFs
Q3 2018 Filed on Nov 14, 2018
3,685
N/A
Amerigas Partners L P
Q3 2018 Filed on Nov 14, 2018
5,409
N/A
CQP
Cheniere Energy Partners, L.P.

Energy
Q3 2018 Filed on Nov 14, 2018
14,630
$35.54 - $40.02 $520K - $585K
INDA
Ishares Msci India Index Fund

ETFs
Q3 2018 Filed on Nov 14, 2018
16,786
$32.47 - $36.14 $545K - $607K
DCP
Dcp Midstream, LP

Energy
Q3 2018 Filed on Nov 14, 2018
25,095
$38.6 - $45.57 $969K - $1.14M
HEFA
Ishares Currency Hedged Msci E

ETFs
Q3 2018 Filed on Nov 14, 2018
15,601
$28.75 - $30.09 $449K - $469K
Andeavor Logistics LP
Q3 2018 Filed on Nov 14, 2018
27,583
N/A
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q3 2018 Filed on Nov 14, 2018
13,700
$25.36 - $25.63 $347K - $351K
Global X Fds
Q3 2018 Filed on Nov 14, 2018
11,359
N/A
Ishares Tr
Q3 2018 Filed on Nov 14, 2018
11,980
N/A
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q3 2018 Filed on Nov 14, 2018
69,616
$16.61 - $17.97 $1.16M - $1.25M
Ishares Tr
Q3 2018 Filed on Nov 14, 2018
21,992
N/A
PAA
Plains All American Pipeline LP

Energy
Q3 2018 Filed on Nov 14, 2018
55,949
$23.0 - $27.56 $1.29M - $1.54M
STM
St Microelectronics N.V.

Technology
Q3 2018 Filed on Nov 14, 2018
24,818
$17.84 - $23.72 $443K - $589K
Xl Group LTD
Q3 2018 Filed on Nov 14, 2018
13,574
N/A
ETF Ser Solutions
Q3 2018 Filed on Nov 14, 2018
106,844
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2018 Filed on Nov 14, 2018
17,948
N/A
Bank Of The Ozarks
Q3 2018 Filed on Nov 14, 2018
5,900
N/A
Boardwalk Pipeline Partners
Q3 2018 Filed on Nov 14, 2018
15,826
N/A
E Trade Financial Corp
Q3 2018 Filed on Nov 14, 2018
3,324
N/A
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
Q3 2018 Filed on Nov 14, 2018
8,147
$33.32 - $36.95 $271K - $301K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
Q3 2018 Filed on Nov 14, 2018
7,928
$27.47 - $29.6 $218K - $235K
Deutsche Mun Income
Q3 2018 Filed on Nov 14, 2018
14,189
N/A
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 14, 2018
55,314
$65.6 - $70.36 $3.63M - $3.89M
Invesco Exchng Traded Fd Tr
Q3 2018 Filed on Nov 14, 2018
19,926
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2018 Filed on Nov 14, 2018
19,345
N/A
MKSI
Mks Instruments Inc

Technology
Q3 2018 Filed on Nov 14, 2018
2,300
$78.95 - $102.8 $182K - $236K
DRRX
Durect Corp

Healthcare
Q3 2018 Filed on Nov 14, 2018
10,000
$1.06 - $1.69 $10.6K - $16.9K
Cheniere Energy Ptnrs LP Hld
Q3 2018 Filed on Nov 14, 2018
8,500
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q3 2018 Filed on Nov 14, 2018
25,534
$2.45 - $16.27 $62.6K - $415K
KBH
Kb Home

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
13,207
$23.19 - $27.55 $306K - $364K
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q3 2018 Filed on Nov 14, 2018
20,072
$11.38 - $11.93 $228K - $239K
Williams Partners L P New
Q3 2018 Filed on Nov 14, 2018
56,891
N/A
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