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 |
|---|---|---|---|---|---|---|---|---|---|
| FISERV INC | COM | 401 | $864,656 | 6,509 | 0.00 | 0.00 | 3,232 | 98.63 | 12-31-2023 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 402 | $863,544 | 13,363 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 403 | $856,109 | 8,267 | 0.00 | 0.00 | -3,325 | -28.68 | 12-31-2023 |
| 3M CO | COM | 404 | $853,882 | 7,811 | 0.00 | 0.00 | 95 | 1.23 | 12-31-2023 |
