Aprio Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Aprio Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$99.36 - $100.14 $31,596 - $31,844	-318 Reduced 8.08%	3,616 $362,000
Q2 2023 Jul 13, 2023	SELL	$98.92 - $99.76 $2,670 - $2,693	-27 Reduced 0.68%	3,934 $392,000
Q1 2023 Apr 14, 2023	SELL	$98.73 - $99.54 $370,928 - $373,971	-3,757 Reduced 48.68%	3,961 $393,000
Q4 2022 Jan 11, 2023	SELL	$98.19 - $99.0 $10.8 Million - $10.9 Million	-109,896 Reduced 93.44%	7,718 $0
Q3 2022 Oct 13, 2022	BUY	$98.86 - $99.36 $11.6 Million - $11.7 Million	117,614 New	117,614 $11.6 Million

711

90.3M

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Aprio Wealth Management, LLC with notifications on news.