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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
UMCUnited Microelectronics Corp
Recent Activity
Exited
0%
$109,679
13,026 shares@ $8.43 avg price
SSLSasol Ltd
Recent Activity
Exited
0%
$71,061
10,512 shares@ $6.76 avg price
TEFTelefonica S A
Recent Activity
Exited
0%
$70,387
14,483 shares@ $4.86 avg price
CXCemex Sab De Cv
Recent Activity
Exited
0%
$67,246
11,024 shares@ $6.1 avg price