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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $1,372,708 | 9,095 | 0.00 | 0.00 | 1,670 | 22.49 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 52 | $1,361,811 | 18,617 | 0.00 | 0.00 | 914 | 5.16 | 03-31-2024 |
| VISA INC | COM CL A | 53 | $1,330,262 | 4,767 | 0.00 | 0.00 | 789 | 19.83 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 54 | $1,325,618 | 6,303 | 0.00 | 0.00 | 318 | 5.31 | 03-31-2024 |
