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 |
|---|---|---|---|---|---|---|---|---|---|
| CME GROUP INC | COM | 251 | $1,755,649 | 8,336 | 0.00 | 0.00 | 689 | 9.01 | 12-31-2023 |
| DEVON ENERGY CORP NEW | COM | 252 | $1,723,721 | 38,051 | 0.00 | 0.00 | -2,321 | -5.75 | 12-31-2023 |
| ISHARES TR | PFD AND INCM SEC | 253 | $1,712,720 | 54,912 | 0.00 | 0.00 | -5,560 | -9.19 | 12-31-2023 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 254 | $1,697,701 | 23,365 | 0.00 | 0.00 | 9,371 | 66.96 | 12-31-2023 |
