A detailed history of Aprio Wealth Management, LLC transactions in Simpl Exch Traded Fds Sht Term stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 901,742 shares of TUA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
901,742
Previous 1,205,994 25.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

SELL
N/A
-304,252 Reduced 25.23%
901,742 $0
Q4 2024

Jan 10, 2025

BUY
N/A
150,852 Added 14.3%
1,205,994 $0
Q3 2024

Oct 07, 2024

BUY
N/A
68,746 Added 6.97%
1,055,142 $0
Q2 2024

Jul 10, 2024

BUY
N/A
129,409 Added 15.1%
986,396 $0
Q1 2024

Apr 10, 2024

BUY
N/A
856,987 New
856,987 $0

Others Institutions Holding TUA

About SIMPL EXCH TRADED FDS SHT TERM


  • Ticker TUA
More about TUA
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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