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American Express Company shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 1.0k 271.22
2024-06-30 $227k 982 231.56
2024-03-31 $215k 945 227.69
2022-06-30 $299k 2.2k 138.62

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Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
Nuveen Asset Management
Goldman Sachs Group
Invesco
Artisan Partners Limited Partnership

View all funds holding American Express Company