Aprio Wealth Management, LLC First Tr ETF Viii Low Duration Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding LDSF
# of Institutions
56Shares Held
4.35MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO703KShares$13.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC528KShares$9.96 Million0.0% of portfolio
-
Cedrus LLC Littleton, CO512KShares$9.67 Million3.64% of portfolio
-
Envestnet Asset Management Inc367KShares$6.92 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6310KShares$5.85 Million0.0% of portfolio