Level Four Advisory Services, LLC Purchases in Q4 2024

Level Four Advisory Services, LLC

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
522
+ 3.95%
$261.5 - $284.63 $137K - $149K
13.7K $3.63M
FDVV
Fidelity High Dividend ETF

ETFs
3.3K
+ 9.21%
$49.66 - $52.63 $164K - $174K
39.1K $1.96M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
11K
New
$12.1 - $13.52 $133K - $149K
11K $134K
EHC
Encompass Health Corp

Healthcare
1.81K
+ 20.08%
$92.35 - $103.77 $167K - $187K
10.8K $997K
WETF
Wisdom Tree Investments, Inc.

Financial Services
23.1K
+ 30.5%
N/A
98.8K $539K
ADP
Automatic Data Processing Inc

Industrials
211
+ 5.86%
$280.08 - $307.97 $59.1K - $65K
3.81K $1.12M
GLD
Spdr Gold Trust

ETFs
708
+ 1.29%
$236.59 - $257.5 $168K - $182K
55.7K $13.5M
UIS
Unisys Corp

Technology
18.6K
New
$5.38 - $8.92 $99.8K - $165K
18.6K $117K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.22K
+ 32.88%
$106.33 - $110.69 $129K - $135K
4.92K $524K
BSX
Boston Scientific Corp

Healthcare
761
+ 9.92%
$83.62 - $91.5 $63.6K - $69.6K
8.43K $752K
SNPS
Synopsys Inc

Technology
244
+ 46.12%
$485.36 - $588.0 $118K - $143K
773 $375K
RJF
Raymond James Financial Inc

Financial Services
157
+ 6.23%
$123.0 - $170.1 $19.3K - $26.7K
2.68K $415K
CPRT
Copart Inc

Consumer Cyclical
292
+ 1.63%
$51.36 - $63.8 $15K - $18.6K
18.3K $1.05M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.59K
+ 24.37%
$17.93 - $18.8 $100K - $105K
28.5K $519K
AVA
Avista Corp

Utilities
5.55K
+ 11.98%
$35.46 - $39.23 $197K - $218K
51.9K $1.9M
FAST
Fastenal CO

Industrials
906
+ 1.19%
$69.99 - $84.35 $63.4K - $76.4K
77.3K $5.56M
HPE
Hewlett Packard Enterprise CO

Technology
3.67K
+ 13.22%
$19.31 - $23.95 $70.9K - $87.9K
31.4K $671K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.16K
+ 15.6%
$35.45 - $40.33 $112K - $128K
23.4K $839K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.49K
+ 33.42%
$55.73 - $66.16 $82.9K - $98.4K
5.94K $357K
FHN
First Horizon Corp

Financial Services
427
+ 2.14%
$14.91 - $21.42 $6.37K - $9.15K
20.4K $410K
ACN
Accenture PLC

Technology
291
+ 10.87%
$343.9 - $376.86 $100K - $110K
2.97K $1.04M
ISRG
Intuitive Surgical Inc

Healthcare
138
+ 18.25%
$471.27 - $550.62 $65K - $76K
894 $466K
FTV
Fortive Corp

Technology
2.76K
+ 9.42%
$71.16 - $79.68 $196K - $220K
32K $2.4M
DGX
Quest Diagnostics Inc

Healthcare
670
+ 1.89%
N/A
36.1K $4.95M
ARGX
Argenx Se

Healthcare
6
+ 0.53%
$520.52 - $638.33 $3.12K - $3.83K
1.15K $704K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.91K
+ 7.13%
$57.53 - $60.83 $167K - $177K
43.7K $2.51M
SPSC
Sps Commerce Inc

Technology
758
+ 14.19%
$165.0 - $198.81 $125K - $151K
6.1K $1.12M
USPH
U S Physical Therapy Inc

Healthcare
413
+ 3.41%
$77.48 - $99.91 $32K - $41.3K
12.5K $1.11M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
7.17K
+ 55.44%
$11.15 - $12.48 $79.9K - $89.4K
20.1K $234K
ALL
Allstate Corp

Financial Services
318
+ 4.94%
$181.25 - $208.2 $57.6K - $66.2K
6.75K $1.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.87K
+ 7.57%
$7.33 - $12.37 $13.7K - $23.1K
26.5K $281K
PPT
Putnam Premier Income Trust

Financial Services
23.5K
+ 49.21%
$3.49 - $3.73 $82.2K - $87.8K
71.4K $254K
MPLX
Mplx LP

Energy
1.15K
+ 21.07%
$43.77 - $51.66 $50.3K - $59.4K
6.61K $316K
IJS
Ishares S&P Smallcap 600 Value

ETFs
273
+ 0.6%
$104.59 - $118.05 $28.6K - $32.2K
45.4K $4.93M
TRV
Travelers Companies, Inc.

Financial Services
209
+ 7.19%
$225.97 - $266.66 $47.2K - $55.7K
3.12K $750K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
736
+ 19.23%
$94.54 - $104.98 $69.6K - $77.3K
4.56K $436K
POR
Portland General Electric CO

Utilities
4.95K
+ 14.47%
$43.52 - $48.99 $215K - $242K
39.2K $1.71M
GM
General Motors CO

Consumer Cyclical
152
+ 2.13%
$44.82 - $60.2 $6.81K - $9.15K
7.3K $389K
INTU
Intuit Inc

Technology
89
+ 5.64%
$602.01 - $706.25 $53.6K - $62.9K
1.67K $1.05M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.65K
+ 10.3%
$22.75 - $25.31 $37.5K - $41.7K
17.7K $435K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
630
+ 2.38%
$238.25 - $261.28 $150K - $165K
27.1K $6.57M
CARS
Cars.Com Inc.

Consumer Cyclical
1.7K
+ 2.69%
$15.18 - $20.1 $25.8K - $34.2K
64.8K $1.12M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.64K
+ 23.95%
$19.47 - $20.95 $90.3K - $97.2K
24K $468K
SYF
Synchrony Financial

Financial Services
137
+ 3.71%
$49.01 - $68.55 $6.71K - $9.39K
3.83K $249K
AVUV
American Centy ETF Tr Avantis

ETFs
343
+ 0.65%
$94.37 - $106.41 $32.4K - $36.5K
52.9K $5.1M
OZK
Bank Ozk

Financial Services
896
+ 5.6%
$41.39 - $50.55 $37.1K - $45.3K
16.9K $751K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.97K
+ 5.92%
$80.13 - $83.77 $238K - $249K
53.2K $4.27M
DAL
Delta Air Lines, Inc.

Industrials
441
+ 11.58%
$47.46 - $65.77 $20.9K - $29K
4.25K $257K
IOO
Ishares Tr Global 100 ETF

ETFs
581
+ 21.09%
$97.46 - $103.45 $56.6K - $60.1K
3.34K $336K
Activity Summary
Buys All Purchases 410 New Holdings 49 Increased Positions 361 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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