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 |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP | COM | 201 | $2,262,866 | 17,407 | 0.00 | 0.00 | -1,652 | -8.67 | 12-31-2023 |
| PHILIP MORRIS INTL INC | COM | 202 | $2,219,553 | 23,592 | 0.00 | 0.00 | -3,942 | -14.32 | 12-31-2023 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 203 | $2,213,035 | 23,987 | 0.00 | 0.00 | -3,879 | -13.92 | 12-31-2023 |
| RTX CORPORATION | COM | 204 | $2,210,270 | 26,269 | 0.00 | 0.00 | -1,427 | -5.15 | 12-31-2023 |
