LFAS
BDRY icon

Level Four Advisory Services’s Breakwave Dry Bulk Shipping ETF BDRY Stock Holding History

Level Four Advisory Services’s Portfolio BDRY Stock Details BDRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,860
Closed -$202K – 653
2021
Q4 		$202K Buy
+6,860
New +$198K 0.02% 610

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CQS
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MCC
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Morgan Stanley
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CCA
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Osaic Holdings
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UBS Group
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USGIU
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CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return