Aprio Wealth Management, LLC Portfolio Holdings
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
Aprio Wealth Management, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $577 Million distributed in 290 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $80.9M, Dimensional ETF Tr Dimensional with a value of $49.9M, Ishares Inc Msci Emerging Mkts with a value of $32.2M, Dj Brookfield Global with a value of $25.8M, and Ishares Tr Residential And Mul with a value of $22.9M.
Examining the 13F form we can see an increase of $63.2M in the current position value, from $514M to 577M.
Below you can find more details about Aprio Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 290
- Current Value $577 Million
- Prior Value $514 Million
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 39 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks