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Aprio Wealth Management, LLC → NCDL

Aprio Wealth Management, LLC NCDL Position History

Nuveen Churchill Direct Lending Corp. • Financial Services

Quarters held
5
Latest value
$961K
Q3 2026
Peak value
$1.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.5M
Q1 2026$1.5M
Q2 2026$1.3M
Q3 2026$961K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$961K85.5K——
Q2 2026$1.3M105.0K——
Q1 2026$1.5M116.4K——
Q4 2025$1.5M115.1K——
Q3 2025$1.6M114.2K——

Other funds holding NCDL

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