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LFAS
Level Four Advisory Services’s
Tradeweb Markets
TW
Stock Holding History
Level Four Advisory Services’s Portfolio
TW Stock Details
TW Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-3,542
Closed
-$300K
–
634
2021
Q2
$300K
Sell
3,542
-700
-17%
-$57.1K
0.02%
528
2021
Q1
$314K
Hold
4,242
–
–
0.02%
500
2020
Q4
$265K
Hold
4,242
–
–
0.02%
499
2020
Q3
$246K
Sell
4,242
-185
-4%
-$10.2K
0.02%
476
2020
Q2
$259K
Buy
+4,427
New
+$255K
0.02%
481
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$7.88B AUM
6.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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