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Barclays shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Barclays (BCS) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Barclays

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Barclays by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $159k 13k 12.15
2024-06-30 $147k 14k 10.71
2024-03-31 $96k 10k 9.45

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Dimensional Etf Trust Us High Profitab (DUHP)
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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)
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Apple (AAPL)
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Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

Top funds holding Barclays

Lighthouse Investment Partners
Arrowstreet Capital, Limited Partnership
Acadian Asset Management
Morgan Stanley
Dimensional Fund Advisors
Goldman Sachs Group
Royal Bank of Canada
Causeway Capital Management
American Century Companies
Northern Trust
Ohio Pers
Raymond James & Associates
Natixis Asset Management Advisors
Todd-Veredus Asset Management
Sei Investments

View all funds holding Barclays