Level Four Advisory Services’s VanEck Biotech ETF BBH Stock Holding History

Level Four Advisory Services’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,170	Closed	-$368K	–	755
2024 Q3	$368K	Hold	2,170	–	–	0.02%	583
2024 Q2	$365K	Buy	+2,170	New	+$355K	0.02%	558

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Level Four Advisory Services's BBH Position: Q4 2024 in Review

Level Four Advisory Services sold out of VanEck Biotech ETF (BBH) in Q4 2024, closing a stake of 2,170 shares — an estimated $368K sold.

Level Four Advisory Services first reported a position in BBH in Q2 2024 and held it in 2 quarters. The position peaked at $368K in Q3 2024. 115 funds tracked by Wall St. Rank hold BBH as of Q4 2024.

Level Four Advisory Services reported no remaining VanEck Biotech ETF position as of Q4 2024 after selling out during the quarter.
Level Four Advisory Services sold 2,170 VanEck Biotech ETF shares in Q4 2024, an estimated $368K.
Level Four Advisory Services first reported a position in VanEck Biotech ETF in Q2 2024 and held it in 2 quarters.
Level Four Advisory Services's VanEck Biotech ETF position peaked at $368K in Q3 2024.
115 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.