Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT LLC | 04-10-2024 | 03-31-2024 | 241 | 510,271,831 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE HIGH DV ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 743 | 12.50 | 03-31-2024 |
| SALESFORCE INC | COM | 102 | $681,570 | 2,263 | 0.00 | 0.00 | 598 | 35.92 | 03-31-2024 |
| STRYKER CORPORATION | COM | 103 | $677,244 | 1,892 | 0.00 | 0.00 | 944 | 99.58 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 104 | $658,116 | 13,118 | 0.00 | 0.00 | 3 | 0.02 | 03-31-2024 |
