Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | 03-24-2023 | 12-31-2019 | 2843 | 1,405,963,904 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $111,436,727 | 806,344 | 0.00 | 806,344 | +Inf | 09-30-2022 | |
ISHARES TR | CORE S&P500 ETF | 2 | $54,521,892 | 152,020 | 0.00 | 152,020 | +Inf | 09-30-2022 | |
SPDR S&P 500 ETF TR | TR UNIT | 3 | $33,052,349 | 92,537 | 0.00 | 92,537 | +Inf | 09-30-2022 | |
VANGUARD INDEX FDS | VALUE ETF | 4 | $44,205,407 | 357,996 | 0.00 | 357,996 | +Inf | 09-30-2022 |