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 |
|---|---|---|---|---|---|---|---|---|---|
| ASTRAZENECA PLC | SPONSORED ADR | 301 | $1,287,065 | 19,110 | 0.00 | 0.00 | -211 | -1.09 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 302 | $1,277,760 | 2,640 | 0.00 | 0.00 | 341 | 14.83 | 12-31-2023 |
| WARNER BROS DISCOVERY INC | COM SER A | 303 | $1,272,384 | 111,809 | 0.00 | 0.00 | -158,991 | -58.71 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 304 | $1,267,039 | 4,882 | 0.00 | 0.00 | -699 | -12.52 | 12-31-2023 |
