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Institutional Investment Manager
Apriem Advisors
Apriem Advisors (CIK: 0001425165) incorporated in California, located at 19200 Von Karman Ave, Irvine, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 652 holdings with a total value of $335,532,000.
#
Name
Shares
Value ($)
%
Options
Notes
651 SCHWAB U.S. LARGE-CAP VALUE ETF 358,502 16,333,000 4.87%
652 SCHWAB US DIVIDEND EQUITY ETF 754,937 31,941,000 9.52%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-086552, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.