Arete Wealth Advisors, LLC AAPL Holdings History
Arete Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 169,230.00 shares of Apple Inc(AAPL), totaling $37.59 Mil. This investment constitutes 2.87% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Arete Wealth Advisors, LLC has made 18 purchases of AAPL, at an average price of $107.51, for a total of 935,767.00 shares. In addition, there have been 19 sales at an average price of $127.12 for 766,537.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Arete Wealth Advisors, LLC's estimated gain on his AAPL holdings is $32.58 Mil, reflecting a 32.39% gain to date.
Arete Wealth Advisors, LLC AAPL ($211.18) Holding Chart
Arete Wealth Advisors, LLC AAPL ($211.18) 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 % | |||
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