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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $7,504,251 | 31,634 | 0.00 | 0.00 | -5,701 | -15.27 | 12-31-2023 |
| BOOKING HOLDINGS INC | COM | 52 | $7,463,351 | 2,104 | 0.00 | 0.00 | -15 | -0.71 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 53 | $7,429,929 | 52,721 | 0.00 | 0.00 | 2,654 | 5.30 | 12-31-2023 |
| QUALCOMM INC | COM | 54 | $7,155,921 | 49,477 | 0.00 | 0.00 | 37 | 0.07 | 12-31-2023 |
