Number of Shares
35,390.00
Current Holdings Value*
$7.86 Mil
% of Portfolio
2.8%
Total Estimate Gain
$3.37 Mil
% of Total Estimate Gain
54.45%

Cadent Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Cadent Capital Advisors, LLC held 35,390.00 shares of Apple Inc(AAPL), totaling $7.86 Mil. This investment constitutes 2.8% of their stock portfolio, and Cadent Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Cadent Capital Advisors, LLC has made 7 purchases of AAPL, at an average price of $134.42, for a total of 46,042.00 shares. In addition, there have been 10 sales at an average price of $204.27 for 10,652.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Cadent Capital Advisors, LLC's estimated gain on his AAPL holdings is $3.37 Mil, reflecting a 54.45% gain to date.

Cadent Capital Advisors, LLC AAPL ($208.62) Holding Chart

Cadent Capital Advisors, LLC AAPL ($208.62) 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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