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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | S&P INTL ETF | 1851 | $18,731 | 650 | 0.00 | 650 | +Inf | 09-30-2022 | |
| ISHARES TR | 3YRTB ETF | 1852 | $11,228 | 175 | 0.00 | 175 | +Inf | 09-30-2022 | |
| APPFOLIO INC | COM CL A | 1853 | $53,078 | 519 | 0.00 | 519 | +Inf | 06-30-2019 | |
| AQUA AMERICA INC | COM | 1854 | $150,141 | 3,199 | 0.00 | 3,199 | +Inf | 12-31-2019 |
