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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 751 | $420,738 | 6,644 | 0.00 | 0.00 | 317 | 5.01 | 12-31-2023 |
| MERITAGE HOMES CORP | COM | 752 | $418,621 | 2,403 | 0.00 | 0.00 | -2,129 | -46.98 | 12-31-2023 |
| CORTEVA INC | COM | 753 | $417,579 | 8,714 | 0.00 | 0.00 | -536 | -5.79 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 754 | $417,439 | 6,436 | 0.00 | 0.00 | -5,895 | -47.81 | 12-31-2023 |
