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Level Four Advisory Services’s Trump Media & Technology Group DJT Stock Holding History

Level Four Advisory Services’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,540
Closed -$443K – 807
2024
Q3 		$443K Buy
+12,540
New +$304K 0.02% 535

Other funds holding DJT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Level Four Advisory Services sold out of Trump Media & Technology Group (DJT) in Q4 2024, closing a stake of 12,540 shares — an estimated $443K sold.

Level Four Advisory Services first reported a position in DJT in Q3 2024 and held it in 1 quarter. The position peaked at $443K in Q3 2024. 323 funds tracked by Wall St. Rank hold DJT as of Q4 2024.

  • Level Four Advisory Services reported no remaining Trump Media & Technology Group position as of Q4 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 12,540 Trump Media & Technology Group shares in Q4 2024, an estimated $443K.
  • Level Four Advisory Services first reported a position in Trump Media & Technology Group in Q3 2024 and held it in 1 quarter.
  • Level Four Advisory Services's Trump Media & Technology Group position peaked at $443K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2024.

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