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Aprio Wealth Management, LLC → DSL

Aprio Wealth Management, LLC DSL Position History

DoubleLine Income Solutions Fund • Financial Services

Quarters held
5
Latest value
$5.4M
Q3 2026
Peak value
$10.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.2M
Q4 2025$10.3M
Q1 2026$10.6M
Q2 2026$10.3M
Q3 2026$5.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.4M123.6K——
Q2 2026$10.3M225.7K——
Q1 2026$10.6M230.8K——
Q4 2025$10.3M221.6K——
Q3 2025$8.2M175.9K——

Other funds holding DSL

Other Aprio Wealth Management, LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$84.4M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$74.7M
NEE-PS

DIMENSIONAL ETF TRUST

$68.4M
COF-PN

CAPITAL GROUP CORE BALANCED

$65.6M
COF-PN

CAPITAL GROUP CORE BALANCED

$64.1M
COF-PN

CAPITAL GROUP CORE BALANCED

$64M