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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 801 | $239,483 | 5,285 | 0.00 | 5,285 | +Inf | 09-30-2022 | |
| MARRIOTT INTL INC NEW | CL A | 802 | $1,372,757 | 9,796 | 0.00 | 9,796 | +Inf | 09-30-2022 | |
| GENERAC HLDGS INC | COM | 803 | $330,984 | 1,858 | 0.00 | 1,858 | +Inf | 09-30-2022 | |
| CHUBB LIMITED | COM | 804 | $540,823 | 2,974 | 0.00 | 2,974 | +Inf | 09-30-2022 |
