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 |
---|---|---|---|---|---|---|---|---|---|
CITIGROUP INC | COM NEW | 351 | $1,273,910 | 30,571 | 0.00 | 30,571 | +Inf | 09-30-2022 | |
LINDE PLC | SHS | 352 | $3,367,958 | 12,493 | 0.00 | 12,493 | +Inf | 09-30-2022 | |
SPDR SER TR | SPDR BLOOMBERG | 353 | $306,907 | 3,356 | 0.00 | 3,356 | +Inf | 09-30-2021 | |
ISHARES TR | BARCLAYS 7 10 YR | 354 | $1,220,078 | 11,350 | 0.00 | 11,350 | +Inf | 03-31-2022 |