Number of Shares
865,871.00
Current Holdings Value*
$192.34 Mil
% of Portfolio
2.31%
Total Estimate Gain
$66.65 Mil
% of Total Estimate Gain
19.55%

Atria Wealth Solutions, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Atria Wealth Solutions, Inc. held 865,871.00 shares of Apple Inc(AAPL), totaling $192.34 Mil. This investment constitutes 2.31% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 1 purchases of AAPL, at an average price of $163.33, for a total of 2.09 Mil shares. In addition, there have been 11 sales at an average price of $181.86 for 1.22 Mil shares. Based on historical transaction data and AAPL's current price of $214.15, Atria Wealth Solutions, Inc.'s estimated gain on his AAPL holdings is $66.65 Mil, reflecting a 19.55% gain to date.

Atria Wealth Solutions, Inc. AAPL ($214.15) Holding Chart

Atria Wealth Solutions, Inc. AAPL ($214.15) 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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