Number of Shares
436,904.00
Current Holdings Value*
$97.05 Mil
% of Portfolio
1.24%
Total Estimate Gain
$83.22 Mil
% of Total Estimate Gain
108.97%

Atria Investments, Inc's Apple Inc Holding Summary

As of 2025-03-31, Atria Investments, Inc held 436,904.00 shares of Apple Inc(AAPL), totaling $97.05 Mil. This investment constitutes 1.24% of their stock portfolio, and Atria Investments, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Atria Investments, Inc has made 21 purchases of AAPL, at an average price of $58.22, for a total of 1.31 Mil shares. In addition, there have been 21 sales at an average price of $76.96 for 874,935.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Atria Investments, Inc's estimated gain on his AAPL holdings is $83.22 Mil, reflecting a 108.97% gain to date.

Atria Investments, Inc AAPL ($211.16) Holding Chart

Atria Investments, Inc AAPL ($211.16) 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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