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Aprio Wealth Management, LLC → GS-PD

Aprio Wealth Management, LLC GS-PD Position History

GS-PD

Quarters held
14
Latest value
$446K
Q3 2026
Peak value
$31.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$422K
Q4 2025$1.9M
Q1 2026$856K
Q1 2026$2M
Q1 2026$266K
Q1 2026$282K
Q2 2026$9M
Q2 2026$2.4M
Q2 2026$310K
Q2 2026$439K
Q3 2026$31.7M
Q3 2026$2.3M
Q3 2026$311K
Q3 2026$446K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$446K3.1K——
Q3 2026$311K6.8K——
Q3 2026$2.3M2.5K——
Q3 2026$31.7M615.9K——
Q2 2026$439K3.1K——
Q2 2026$310K6.8K——
Q2 2026$2.4M2.4K——
Q2 2026$9M170.6K——
Q1 2026$282K3.3K——
Q1 2026$266K6.2K——
Q1 2026$2M2.3K——
Q1 2026$856K21.0K——
Q4 2025$1.9M2.1K——
Q3 2025$422K530——

Other funds holding GS-PD

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