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 |
|---|---|---|---|---|---|---|---|---|---|
| EBAY INC. | COM | 151 | $3,325,429 | 76,236 | 0.00 | 0.00 | -8,365 | -9.89 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 152 | $3,122,959 | 53,439 | 0.00 | 0.00 | -1,769 | -3.20 | 12-31-2023 |
| RH | COM | 153 | $3,106,594 | 10,658 | 0.00 | 0.00 | 970 | 10.01 | 12-31-2023 |
| COLGATE PALMOLIVE CO | COM | 154 | $3,096,989 | 38,853 | 0.00 | 0.00 | 12,442 | 47.11 | 12-31-2023 |
