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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 401 | $283,409 | 1,512 | 0.00 | 1,512 | +Inf | 09-30-2022 | |
| INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | 402 | $555,318 | 14,730 | 0.00 | 14,730 | +Inf | 09-30-2022 | |
| ISHARES TR | CORE S&P TTL STK | 403 | $6,836,425 | 85,950 | 0.00 | 85,950 | +Inf | 09-30-2022 | |
| CME GROUP INC | COM | 404 | $815,297 | 4,603 | 0.00 | 4,603 | +Inf | 09-30-2022 |
