Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES LLC | 02-07-2024 | 12-31-2023 | 776 | 1,782,509,593 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $107,788,076 | 559,939 | 0.01 | 0.01 | -15,048 | -2.62 | 12-31-2023 |
| ALPS ETF TR | LEVEL FOUR LARGE | 2 | $62,580,870 | 2,219,353 | 0.00 | 2,219,353 | +Inf | 12-31-2023 | |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $50,967,992 | 124,458 | 0.00 | 0.00 | -9,585 | -7.15 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $44,499,582 | 118,337 | 0.00 | 0.00 | -542 | -0.46 | 12-31-2023 |
