Number of Shares
44,572.00
Current Holdings Value*
$9.90 Mil
% of Portfolio
6.31%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
13.98%

Cetera Trust Company, N.A's Apple Inc Holding Summary

As of 2025-03-31, Cetera Trust Company, N.A held 44,572.00 shares of Apple Inc(AAPL), totaling $9.90 Mil. This investment constitutes 6.31% of their stock portfolio, and Cetera Trust Company, N.A now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $200.01 for 5,694.00 shares. Based on historical transaction data and AAPL's current price of $211.79, Cetera Trust Company, N.A's estimated gain on his AAPL holdings is $1.30 Mil, reflecting a 13.98% gain to date.

Cetera Trust Company, N.A AAPL ($211.79) Holding Chart

Cetera Trust Company, N.A AAPL ($211.79) 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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