Number of Shares
12,599.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
3.18%
Total Estimate Gain
$-7,379.92
% of Total Estimate Gain
-0.13%

Blake Schutter Theil Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 12,599.00 shares of Apple Inc(AAPL), totaling $2.80 Mil. This investment constitutes 3.18% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $235.72 for 11,953.00 shares. Based on historical transaction data and AAPL's current price of $210.97, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his AAPL holdings is $-7,379.92, reflecting a -0.13% gain to date.

Blake Schutter Theil Wealth Advisors, LLC AAPL ($210.97) Holding Chart

Blake Schutter Theil Wealth Advisors, LLC AAPL ($210.97) 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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