Aprio Wealth Management, LLC
Holdings in NCDL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,534,807 | 115,053 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,575,601 | 114,174 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,836,464 | 113,432 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,909,757 | 112,471 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,872,715 | 111,604 | Shares | Sole | 2025-01-13 |
| 2024-09-30 | $952,664 | 54,688 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $271,701 | 15,615 | Shares | Sole | 2024-07-10 |