Aprio Wealth Management, LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $685,961 | 11,668 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $655,719 | 11,678 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $567,916 | 11,420 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $387,274 | 11,602 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $225,843 | 7,227 | Shares | Sole | 2025-01-13 |
| 2024-09-30 | $217,810 | 6,096 | Shares | Sole | 2024-10-08 |