Number of Shares
78,726.00
Current Holdings Value*
$17.49 Mil
% of Portfolio
14.44%
Total Estimate Gain
$-1.69 Mil
% of Total Estimate Gain
-8.88%

Chancellor Financial Group WB LP's Apple Inc Holding Summary

As of 2025-03-31, Chancellor Financial Group WB LP held 78,726.00 shares of Apple Inc(AAPL), totaling $17.49 Mil. This investment constitutes 14.44% of their stock portfolio, and Chancellor Financial Group WB LP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 1,996.00 shares. Based on historical transaction data and AAPL's current price of $214.47, Chancellor Financial Group WB LP's estimated gain on his AAPL holdings is $-1.69 Mil, reflecting a -8.88% gain to date.

Chancellor Financial Group WB LP AAPL ($214.47) Holding Chart

Chancellor Financial Group WB LP AAPL ($214.47) 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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