Aprio Wealth Management, LLC Sells in Q3 2024

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVRE
American Centy ETF Tr Avantis
-429K
- 83.2%
$40.95 - $48.28 $17.6M - $20.7M
86.7K $4.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-70.7K
- 11.83%
$56.04 - $62.99 $3.96M - $4.46M
527K $32.2M
VOX
Vanguard Communication Service

ETFs
-14K
- 41.37%
$129.82 - $145.39 $1.82M - $2.04M
19.9K $2.89M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-157K
- 8.01%
$25.23 - $27.94 $3.95M - $4.38M
1.8M $49.9M
VHT
Vanguard Health Care ETF

ETFs
-10K
- 12.42%
$261.88 - $288.1 $2.62M - $2.88M
70.6K $19.9M
PFE
Pfizer Inc

Healthcare
-35.1K
- 68.54%
$27.7 - $31.39 $971K - $1.1M
16.1K $465K
MSFT
Microsoft Corp

Technology
-252
- 1.52%
$395.15 - $467.56 $99.6K - $118K
16.4K $7.04M
CVX
Chevron Corp

Energy
-1.07K
- 19.08%
$137.88 - $161.97 $148K - $174K
4.55K $670K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-23.1K
- 6.58%
$53.41 - $57.9 $1.23M - $1.34M
328K $19M
AMZN
Amazon Com Inc

Consumer Cyclical
-427
- 3.94%
$161.02 - $200.0 $68.8K - $85.4K
10.4K $1.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-435
- 9.21%
$520.18 - $576.82 $226K - $251K
4.29K $2.47M
INTC
Intel Corp

Technology
-1.22K
- 12.22%
$18.9 - $34.87 $23.1K - $42.6K
8.77K $205K
ASX
Ase Technology Holding Co., Ltd.

Technology
-4.25K
- 11.47%
$8.6 - $12.5 $36.6K - $53.2K
32.8K $320K
MRK
Merck & Co., Inc.

Healthcare
-181
- 2.48%
$111.15 - $128.97 $20.1K - $23.3K
7.1K $806K
VZ
Verizon Communications Inc

Communication Services
-3.11K
- 21.91%
$38.89 - $45.0 $121K - $140K
11.1K $498K
PM
Philip Morris International Inc.

Consumer Defensive
-1.27K
- 31.14%
$101.25 - $127.45 $129K - $162K
2.82K $341K
MEAR
Blackrock Short Maturity Munic

ETFs
-1.44K
- 6.86%
$49.99 - $50.34 $72.1K - $72.6K
19.6K $985K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-3.29K
- 10.34%
N/A
28.5K $555K
PEP
Pepsico Inc

Consumer Defensive
-501
- 11.18%
$161.9 - $179.3 $81.1K - $89.8K
3.98K $676K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.38K
- 2.98%
$49.93 - $51.15 $169K - $173K
110K $5.62M
KMB
Kimberly Clark Corp

Consumer Defensive
-483
- 17.19%
$135.05 - $148.35 $65.2K - $71.7K
2.33K $330K
AMAT
Applied Materials Inc

Technology
-16
- 0.99%
$174.88 - $254.97 $2.8K - $4.08K
1.6K $322K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.18K
- 25.92%
$64.35 - $75.71 $75.8K - $89.2K
3.37K $248K
WFC
Wells Fargo & Company

Financial Services
-372
- 5.51%
$51.58 - $60.97 $19.2K - $22.7K
6.38K $360K
VALE
Vale S.A.

Basic Materials
-4.62K
- 15.68%
$9.9 - $11.8 $45.7K - $54.5K
24.8K $290K
BDX
Becton Dickinson & CO

Healthcare
-164
- 15.89%
$221.47 - $242.41 $36.3K - $39.8K
868 $209K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-108
- 11.21%
$475.2 - $527.7 $51.3K - $57K
855 $451K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-319
- 16.66%
$113.45 - $126.18 $36.2K - $40.3K
1.6K $201K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-715
- 1.12%
$59.61 - $60.15 $42.6K - $43K
63.3K $3.79M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-898
- 15.53%
$41.9 - $48.26 $37.6K - $43.3K
4.88K $233K
CX
Cemex Sab De Cv

Basic Materials
-2.15K
- 16.33%
$5.6 - $6.88 $12K - $14.8K
11K $67K
SSL
Sasol LTD

Basic Materials
-1.05K
- 9.07%
$6.64 - $8.38 $6.97K - $8.79K
10.5K $71K
BHP
Bhp Group LTD

Basic Materials
-596
- 13.48%
$51.32 - $62.11 $30.6K - $37K
3.83K $237K
TXN
Texas Instruments Inc

Technology
-63
- 3.35%
$194.6 - $194.6 $12.3K - $12.3K
1.82K $353K
TJX
Tjx Companies Inc

Consumer Cyclical
-197
- 9.05%
$107.93 - $120.23 $21.3K - $23.7K
1.98K $232K
OTIS
Otis Worldwide Corp

Industrials
-254
- 8.53%
$91.43 - $104.43 $23.2K - $26.5K
2.72K $283K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-411
- 4.21%
$44.65 - $47.21 $18.4K - $19.4K
9.34K $436K
DUK
Duke Energy Corp

Utilities
-362
- 13.43%
$99.35 - $117.71 $36K - $42.6K
2.33K $269K
T
At&T Inc.

Communication Services
-3.7K
- 12.84%
$18.21 - $22.28 $67.4K - $82.5K
25.1K $552K
EFG
Msci Eafe Growth ETF

ETFs
-135
- 4.07%
$96.84 - $108.77 $13.1K - $14.7K
3.18K $342K
ETN
Eaton Corp PLC

Industrials
-20
- 2.85%
$272.52 - $333.02 $5.45K - $6.66K
682 $225K
TEF
Telefonica S A

Communication Services
-1.07K
- 6.89%
$4.18 - $4.9 $4.48K - $5.25K
14.5K $70K
GD
General Dynamics Corp

Industrials
-22
- 2.05%
$279.51 - $308.09 $6.15K - $6.78K
1.05K $317K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-32
- 0.07%
$31.25 - $35.38 $1K - $1.13K
42.6K $1.48M
SBUX
Starbucks Corp

Consumer Cyclical
-516
- 17.15%
$72.51 - $98.6 $37.4K - $50.9K
2.49K $243K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-219
- 3.36%
$61.11 - $67.85 $13.4K - $14.9K
6.3K $427K
XOM
Exxon Mobil Corp

Energy
-99
- 0.93%
$109.72 - $119.0 $10.9K - $11.8K
10.5K $1.23M
UBS
Ubs Group Ag

Financial Services
-106
- 1.09%
$27.97 - $31.42 $2.96K - $3.33K
9.6K $296K
BCS
Barclays PLC

Financial Services
-644
- 4.7%
$10.59 - $12.45 $6.82K - $8.02K
13.1K $158K
Activity Summary
Buys All Purchases 184 New Holdings 39 Increased Positions 145 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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