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Keith Greenwald

@Aprio Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$685.417MTotal holdings316
Assets growth rate9.62%Assets growth rate (2-Q avg)11.77%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aprio Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 316 positions.

Assets under management

The assets under management (AUM) of Aprio Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 685.417M in assets, with a quarterly growth rate of 9.62% and a 2-quarter average growth rate of 11.77%. The portfolio is managed by Keith Greenwald, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBBIshares Tr
Recent Activity
New Position
2.7%
$18.476M
139,747 shares@ $132.21 avg price
FHLCFidelity Covington Trust
Recent Activity
New Position
0.68%
$4.659M
71,291 shares@ $65.35 avg price
RFRegions Financial Corp New
Recent Activity
New Position
0.19%
$1.247M
53,012 shares@ $23.52 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.17%
$1.159M
21,854 shares@ $53.06 avg price
IVEIshares Tr
Recent Activity
New Position
0.14%
$944,102
4,946 shares@ $190.89 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
New Position
0.09%
$554,865
4,836 shares@ $114.74 avg price
VNQVanguard Index Fds
Recent Activity
New Position
0.09%
$549,049
6,164 shares@ $89.08 avg price
IAIIshares Tr
Recent Activity
New Position
0.08%
$520,423
3,612 shares@ $144.09 avg price
ARGTGlobal X Fds
Recent Activity
New Position
0.06%
$403,099
4,876 shares@ $82.68 avg price
SPOTSpotify Technology S A
Recent Activity
New Position
0.05%
$337,772
755 shares@ $447.39 avg price