Aprio Wealth Management, LLC
Holdings in SHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $953,702 | 17,783 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $889,685 | 17,663 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $770,138 | 17,046 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $593,287 | 18,494 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $413,498 | 12,576 | Shares | Sole | 2025-01-13 |
| 2024-09-30 | $470,815 | 11,112 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $385,555 | 11,076 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $355,645 | 10,021 | Shares | Sole | 2024-04-10 |
| 2023-12-31 | $288,131 | 9,361 | Shares | Sole | 2024-01-17 |
| 2023-09-30 | $223,602 | 8,441 | Shares | Sole | 2023-10-10 |