Number of Shares
178,098.00
Current Holdings Value*
$36.54 Mil
% of Portfolio
4.21%
Total Estimate Gain
$13.12 Mil
% of Total Estimate Gain
12.54%

ARS Wealth Advisors Group, LLC's Apple Inc Holding Summary

As of 2025-06-30, ARS Wealth Advisors Group, LLC held 178,098.00 shares of Apple Inc(AAPL), totaling $36.54 Mil. This investment constitutes 4.21% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q3. And since then ARS Wealth Advisors Group, LLC has made 6 purchases of AAPL, at an average price of $172.78, for a total of 605,591.00 shares. In addition, there have been 8 sales at an average price of $186.40 for 427,493.00 shares. Based on historical transaction data and AAPL's current price of $213.76, ARS Wealth Advisors Group, LLC's estimated gain on his AAPL holdings is $13.12 Mil, reflecting a 12.54% gain to date.

ARS Wealth Advisors Group, LLC AAPL ($213.76) Holding Chart

ARS Wealth Advisors Group, LLC AAPL ($213.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1