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 |
|---|---|---|---|---|---|---|---|---|---|
| PROLOGIS INC. | COM | 351 | $1,018,798 | 7,643 | 0.00 | 0.00 | 1,825 | 31.37 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 352 | $1,014,830 | 6,998 | 0.00 | 0.00 | 1,961 | 38.93 | 12-31-2023 |
| IRON MTN INC DEL | COM | 353 | $1,014,406 | 14,496 | 0.00 | 0.00 | -260 | -1.76 | 12-31-2023 |
| TELADOC HEALTH INC | COM | 354 | $1,013,540 | 47,032 | 0.00 | 0.00 | 5,875 | 14.27 | 12-31-2023 |
