Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES LLC | 05-03-2024 | 03-31-2024 | 775 | 1,820,159,262 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $109,264,204 | 567,606 | 0.01 | 0.01 | 7,667 | 1.37 | 03-31-2024 |
| ALPS ETF TR | LEVEL FOUR LARGE | 2 | $64,568,900 | 2,289,856 | 0.00 | 0.00 | 70,503 | 3.18 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $51,154,733 | 124,914 | 0.00 | 0.00 | 456 | 0.37 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $45,737,506 | 121,629 | 0.00 | 0.00 | 3,292 | 2.78 | 03-31-2024 |
