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Aprio Wealth Management, LLC → PRM

Aprio Wealth Management, LLC PRM Position History

Perimeter Group Inc. • Manufacturing

Quarters held
5
Latest value
$538K
Q3 2026
Peak value
$729K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$480K
Q4 2025$631K
Q1 2026$559K
Q2 2026$729K
Q3 2026$538K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$538K20.5K——
Q2 2026$729K20.5K——
Q1 2026$559K22.9K——
Q4 2025$631K22.9K——
Q3 2025$480K21.4K——

Other funds holding PRM

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