Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS | 03-24-2023 | 12-31-2019 | 2843 | 1,405,963,904 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2020 CB | 151 | $2,042,257 | 96,242 | 0.00 | 96,242 | +Inf | 09-30-2020 | |
| VANGUARD INDEX FDS | REIT ETF | 152 | $2,303,597 | 27,761 | 0.00 | 27,761 | +Inf | 12-31-2017 | |
| ZOETIS INC | CL A | 153 | $3,660,991 | 24,688 | 0.00 | 24,688 | +Inf | 09-30-2022 | |
| ISHARES TR | TRS FLT RT BD | 154 | $1,603,729 | 31,757 | 0.00 | 31,757 | +Inf | 09-30-2022 |
