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Aprio Wealth Management, LLC → IMO

Aprio Wealth Management, LLC IMO Position History

Imperial Oil Limited • Energy

Quarters held
5
Latest value
$602K
Q3 2026
Peak value
$622K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$443K
Q4 2025$421K
Q1 2026$622K
Q2 2026$525K
Q3 2026$602K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$602K4.9K——
Q2 2026$525K4.7K——
Q1 2026$622K4.8K——
Q4 2025$421K4.9K——
Q3 2025$443K4.9K——

Other funds holding IMO

Other Aprio Wealth Management, LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$84.4M
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$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