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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOMBERG BRC INT | 1401 | $29,437 | 947 | 0.00 | 947 | +Inf | 09-30-2021 | |
| CARLISLE COS INC | COM | 1402 | $1,153,684 | 4,114 | 0.00 | 4,114 | +Inf | 09-30-2022 | |
| IQVIA HLDGS INC | COM | 1403 | $125,168 | 691 | 0.00 | 691 | +Inf | 09-30-2022 | |
| ISHARES TR | EDEG HIG YLELD | 1404 | $107,910 | 2,294 | 0.00 | 0.00 | 1,447 | 170.84 | 06-30-2020 |
