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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 251 | $215,166 | 945 | 0.00 | 945 | +Inf | 03-31-2024 | |
| TOTALENERGIES SE | SPONSORED ADS | 252 | $215,094 | 3,125 | 0.00 | 0.00 | -853 | -21.44 | 03-31-2024 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 253 | $214,641 | 24,117 | 0.00 | 0.00 | 14,093 | 140.59 | 03-31-2024 |
| ISHARES TR | AGGRES ALLOC ETF | 254 | $214,061 | 2,914 | 0.00 | 2,914 | +Inf | 03-31-2024 |
