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Apollo Global Mgmt shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth Advisors investment in Apollo Global Mgmt

Tip: Access up to 7 years of quarterly data

All positions including Apollo Global Mgmt held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $397k 2.4k 165.16
2024-09-30 $295k 2.4k 124.91
2024-06-30 $236k 2.0k 118.07

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Moss Adams Wealth Advisors

Top funds holding Apollo Global Mgmt

Vanguard Group
Capital World Investors
BlackRock
FMR
Tiger Global Management
Capital Research and Management Company - Division 3
State Street Corporation
Capital Research Global Investors
Franklin Resources
Geode Capital Management
ClearBridge Advisors
Ubs Global Asset Management Americas
Millennium Management
T. Rowe Price Associates
D. E. Shaw & Co

View all funds holding Apollo Global Mgmt