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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER UTD PLC NEW | ORD CL A | 851 | $349,517 | 17,150 | 0.00 | 0.00 | -17,000 | -49.78 | 12-31-2023 |
ISHARES TR | CORE MSCI TOTAL | 852 | $346,337 | 5,334 | 0.00 | 0.00 | -220 | -3.96 | 12-31-2023 |
SPDR SER TR | BBG CONV SEC ETF | 853 | $346,248 | 4,799 | 0.00 | 0.00 | -2,924 | -37.86 | 12-31-2023 |
UNILEVER PLC | SPON ADR NEW | 854 | $344,927 | 7,115 | 0.00 | 7,115 | +Inf | 12-31-2023 |