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 |
|---|---|---|---|---|---|---|---|---|---|
| MOELIS & CO | CL A | 3751 | $27,048 | 800 | 0.00 | 800 | +Inf | 09-30-2022 | |
| COPA HOLDINGS SA | CL A | 3752 | $2,634 | 27 | 0.00 | 27 | +Inf | 06-30-2019 | |
| MERCURY SYS INC | COM | 3753 | $9,582 | 236 | 0.00 | 236 | +Inf | 09-30-2022 | |
| ISHARES TR | CRE U S REIT ETF | 3754 | $24,748 | 521 | 0.00 | 521 | +Inf | 09-30-2022 |
