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
ISHARES TR MSCI PHILIPS ETF 801 $379,194 14,590 0.00 0.00 927 6.78 12-31-2023
TRACTOR SUPPLY CO COM 802 $377,278 1,755 0.00 0.00 -107 -5.75 12-31-2023
SPDR SER TR PORTFOLIO S&P400 803 $373,975 7,676 0.00 0.00 -14 -0.18 12-31-2023
ISHARES TR U.S. FINLS ETF 804 $373,532 4,373 0.00 4,373 +Inf 12-31-2023
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