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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
DUHPDimensional Etf Trust
Recent Activity
Increased 8.25%
12.68%
$86.852M
2.57M shares@ $33.79 avg price
DIHPDimensional Etf Trust
Recent Activity
Increased 11.5%
7.4%
$50.659M
2.008M shares@ $25.24 avg price
EMXCIshares Inc
Recent Activity
Increased 8.36%
4.63%
$31.677M
571,278 shares@ $55.46 avg price
TOLZProshares Tr
Recent Activity
Increased 15.72%
4.24%
$29.038M
591,174 shares@ $49.13 avg price
TUASimplify Exchange Traded Fun
Recent Activity
Increased 14.3%
3.74%
$25.591M
1.206M shares@ $21.23 avg price
REZIshares Tr
Recent Activity
Increased 17.74%
3.59%
$24.566M
303,214 shares@ $81.03 avg price
COWZPacer Fds Tr
Recent Activity
Increased 10.34%
2.99%
$20.447M
362,017 shares@ $56.49 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.91%
2.84%
$19.409M
33,117 shares@ $586.08 avg price
IBBIshares Tr
Recent Activity
New Position
2.7%
$18.476M
139,747 shares@ $132.21 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 9.59%
2.25%
$15.38M
196,021 shares@ $78.46 avg price