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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTIS INC | COM | 3001 | $13,923 | 366 | 0.00 | 366 | +Inf | 09-30-2022 | |
| NUVEEN N Y MUN VALUE FD | COM | 3002 | $12,240 | 1,500 | 0.00 | 1,500 | +Inf | 09-30-2022 | |
| NORDSTROM INC | COM | 3003 | $45,346 | 2,710 | 0.00 | 2,710 | +Inf | 09-30-2022 | |
| EATON VANCE N Y MUN BD FD II | COM | 3004 | $9,666 | 900 | 0.00 | 900 | +Inf | 06-30-2018 |
