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Apollo Global Mgmt shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Apollo Global Mgmt

Tip: Access up to 7 years of quarterly data

All positions including Apollo Global Mgmt held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $286k 3.1k 93.19
2023-09-30 $289k 3.2k 89.76
2023-06-30 $257k 3.3k 76.81
2023-03-31 $215k 3.4k 63.16
2022-12-31 $258k 4.0k 63.79

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Apollo Global Mgmt

Vanguard Group
Tiger Global Management
ClearBridge Advisors
T. Rowe Price Associates
Norges Bank Investment Management
Brave Warrior Advisors
Millennium Management
Legal & General Group
Mariner Wealth Advisors
Select Equity
Neuberger Berman Group
Goldman Sachs Group
TD Asset Management
Curated Wealth Partners
D. E. Shaw & Co

View all funds holding Apollo Global Mgmt