Level Four Advisory Services, LLC Closed Holding Positions

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RTL
Necessity Retail Reit, Inc.

Real Estate
Q4 2019 Filed on Feb 13, 2020
10,000
N/A
Liberty Ppty Tr
Q4 2019 Filed on Feb 13, 2020
11,289
N/A
Ctrip Com Intl LTD
Q4 2019 Filed on Feb 13, 2020
7,470
N/A
Ishares Tr
Q4 2019 Filed on Feb 13, 2020
9,000
N/A
Rti Intl Metals Inc
Q4 2019 Filed on Feb 13, 2020
15,000
N/A
JHMM
John Hancock Multifactor Mid C

ETFs
Q4 2019 Filed on Feb 13, 2020
5,425
$35.48 - $39.38 $192K - $214K
IWC
Russell Micro Cap ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
2,274
$84.33 - $93.69 $192K - $213K
Spdr Series Trust
Q3 2019 Filed on Nov 12, 2019
86,426
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 12, 2019
15,801
N/A
Red Hat Inc
Q3 2019 Filed on Nov 12, 2019
23,000
N/A
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
12,315
$15.48 - $16.61 $191K - $205K
Panhandle Oil And Gas Inc
Q3 2019 Filed on Nov 12, 2019
12,000
N/A
Jp Morgan Exchange Traded Fd
Q3 2019 Filed on Nov 12, 2019
8,336
N/A
Harris Corp Del
Q3 2019 Filed on Nov 12, 2019
1,819
N/A
NP
Neenah Inc
Q3 2019 Filed on Nov 12, 2019
6,787
$61.08 - $69.4 $415K - $471K
Worldpay Inc
Q3 2019 Filed on Nov 12, 2019
2,888
N/A
IAT
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
5,171
$45.83 - $47.64 $237K - $246K
Total Sys Svcs Inc
Q3 2019 Filed on Nov 12, 2019
400,137
N/A
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q3 2019 Filed on Nov 12, 2019
32,000
$13.02 - $15.34 $417K - $491K
First Data Corp New
Q3 2019 Filed on Nov 12, 2019
13,553
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q3 2019 Filed on Nov 12, 2019
15,026
$56.6 - $62.67 $850K - $942K
DXC
Dxc Technology CO

Technology
Q3 2019 Filed on Nov 12, 2019
4,019
$29.5 - $56.97 $119K - $229K
RZG
Invesco Fd Tr S&P Smallcap 600
Q2 2019 Filed on Aug 14, 2019
10,566
N/A
Citrix Sys Inc
Q2 2019 Filed on Aug 14, 2019
21,000
N/A
Fiat Chrysler Automobiles N
Q2 2019 Filed on Aug 14, 2019
12,209
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2019 Filed on Aug 14, 2019
12,002
$8.12 - $15.72 $97.5K - $189K
Roadrunner Transn Sys Inc
Q2 2019 Filed on Aug 14, 2019
227,502
N/A
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
Q2 2019 Filed on Aug 14, 2019
11,604
$15.06 - $16.25 $175K - $189K
Finisar Corp
Q2 2019 Filed on Aug 14, 2019
28,000
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 14, 2019
36,483
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2019 Filed on Aug 14, 2019
4,263
N/A
Oppenheimer ETF Tr
Q2 2019 Filed on Aug 14, 2019
22,181
N/A
Illumina Inc
Q2 2019 Filed on Aug 14, 2019
32,000
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q2 2019 Filed on Aug 14, 2019
8,701
N/A
Spdr Series Trust
Q2 2019 Filed on Aug 14, 2019
5,654
N/A
Biopharmx Corp
Q1 2019 Filed on May 15, 2019
66,933
N/A
CMS
Cms Energy Corp

Utilities
Q1 2019 Filed on May 15, 2019
4,209
$48.31 - $56.23 $203K - $237K
Csg Sys Intl Inc
Q1 2019 Filed on May 15, 2019
30,000
N/A
Dycom Inds Inc
Q1 2019 Filed on May 15, 2019
11,000
N/A
DBA
Invesco Db Agriculture Fund

ETFs
Q1 2019 Filed on May 15, 2019
11,145
$16.21 - $17.31 $181K - $193K
Hercules Capital Inc
Q1 2019 Filed on May 15, 2019
30,000
N/A
Hannon Armstrong Sust Infr C
Q1 2019 Filed on May 15, 2019
32,000
N/A
BCE
Bce Inc

Communication Services
Q1 2019 Filed on May 15, 2019
6,642
$39.74 - $44.83 $264K - $298K
Spdr Index Shs Fds
Q1 2019 Filed on May 15, 2019
18,078
N/A
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q1 2019 Filed on May 15, 2019
6,779
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2019 Filed on May 15, 2019
9,207
N/A
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2019 Filed on May 15, 2019
7,085
N/A
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q1 2019 Filed on May 15, 2019
10,426
$19.0 - $22.38 $198K - $233K
Twenty First Centy Fox Inc
Q1 2019 Filed on May 15, 2019
5,230
N/A
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