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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDS | INF TECH ETF | 251 | $3,183,199 | 10,356 | 0.00 | 10,356 | +Inf | 09-30-2022 | |
PHILIP MORRIS INTL INC | COM | 252 | $5,043,777 | 60,761 | 0.00 | 60,761 | +Inf | 09-30-2022 | |
DUKE ENERGY CORP NEW | COM NEW | 253 | $2,046,824 | 22,004 | 0.00 | 22,004 | +Inf | 09-30-2022 | |
POWERSHARES ETF TR II | PFD PORTFOLIO | 254 | $1,423,483 | 97,499 | 0.00 | 97,499 | +Inf | 03-31-2018 |