Avantra Family Wealth, Inc. AAPL Holdings History
Avantra Family Wealth, Inc.'s Apple Inc Holding Summary
As of 2025-06-30, Avantra Family Wealth, Inc. held 28,553.00 shares of Apple Inc(AAPL), totaling $5.86 Mil. This investment constitutes 4.84% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Avantra Family Wealth, Inc. has made 1 purchases of AAPL, at an average price of $234.45, for a total of 28,986.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 433.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Avantra Family Wealth, Inc.'s estimated gain on his AAPL holdings is $-591,996.03, reflecting a -8.71% gain to date.
Avantra Family Wealth, Inc. AAPL ($213.76) Holding Chart
Avantra Family Wealth, Inc. 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 % | |||
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