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
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
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