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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

APO holding history

Apollo Global Management, Inc. in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APO overviewAll 13F holders of APOFull Q3 2024 holdings

Shares (Q3 2024)
14,133
Value
$1.77M
% of portfolio
0.5%
Quarters held
8
Since Q4 2022
Holdings of APO by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202414,133$1.77M0.5%+72+0.5%AddedHolders
Q2 202414,061$1.66M0.5%+380+2.8%AddedHolders
Q1 202413,681$1.54M0.4%+1,935+16.5%AddedHolders
Q4 202311,746$1.09M0.3%+810+7.4%AddedHolders
Q3 202310,936$981.6K0.4%+445+4.2%AddedHolders
Q2 202310,491$805.8K0.3%00.0%UnchangedHolders
Q1 202310,491$662.6K0.2%+101+1.0%AddedHolders
Q4 202210,390$662.8K0.3%–No prior filingHolders