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 |
|---|---|---|---|---|---|---|---|---|---|
| RIO TINTO PLC | SPONSORED ADR | 901 | $321,124 | 4,313 | 0.00 | 0.00 | -3,249 | -42.96 | 12-31-2023 |
| LIFE STORAGE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -892 | -27.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 903 | $320,365 | 19,195 | 0.00 | 0.00 | -7,858 | -29.05 | 12-31-2023 |
| WEC ENERGY GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -584 | -13.90 | 12-31-2023 |
