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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 1101 | $231,898 | 4,644 | 0.00 | 4,644 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | US LARGECAP DIVD | 1102 | $231,467 | 3,487 | 0.00 | 0.00 | -50 | -1.41 | 12-31-2023 |
| ULTA BEAUTY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 109 | 28.53 | 12-31-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 1104 | $231,006 | 5,745 | 0.00 | 0.00 | -11,199 | -66.09 | 12-31-2023 |
