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Aprio Wealth Management, LLC → ERIXF

Aprio Wealth Management, LLC ERIXF Position History

Telefonaktiebolaget LM Ericsson (publ) • Technology

Quarters held
5
Latest value
$147K
Q3 2026
Peak value
$191K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$132K
Q4 2025$164K
Q1 2026$191K
Q2 2026$191K
Q3 2026$147K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$147K16.1K——
Q2 2026$191K17.1K——
Q1 2026$191K17.0K——
Q4 2025$164K17.0K——
Q3 2025$132K15.9K——

Other funds holding ERIXF

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
Aprio Wealth Management, LLC ERIXF Holdings: 13F Position History | Track13F