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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED TECHNOLOGIES CORP | COM | 101 | $3,180,363 | 33,715 | 0.00 | 0.00 | 17,280 | 105.14 | 03-31-2020 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 102 | $4,887,631 | 93,921 | 0.00 | 93,921 | +Inf | 09-30-2022 | |
| PEPSICO INC | COM | 103 | $6,589,197 | 40,360 | 0.00 | 40,360 | +Inf | 09-30-2022 | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 104 | $3,704,388 | 30,421 | 0.00 | 30,421 | +Inf | 09-30-2022 |
