Aprio Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
750Shares Held
167MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.19 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.63MShares$815 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$439 Million5.6% of portfolio
-
Jones Financial Companies Lllp4.31MShares$406 Million0.38% of portfolio