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 |
---|---|---|---|---|---|---|---|---|---|
MASIMO CORP | COM | 551 | $386,355 | 2,737 | 0.00 | 2,737 | +Inf | 09-30-2022 | |
US FOODS HLDG CORP | COM | 552 | $4,680 | 177 | 0.00 | 177 | +Inf | 09-30-2022 | |
CATERPILLAR INC | COM | 553 | $1,283,221 | 7,821 | 0.00 | 7,821 | +Inf | 09-30-2022 | |
ISHARES TR | US TREAS BD ETF | 554 | $1,444,197 | 63,453 | 0.00 | 63,453 | +Inf | 09-30-2022 |