Number of Shares
21,558.00
Current Holdings Value*
$2.95 Mil
% of Portfolio
2.21%
Total Estimate Gain
$-254,852.70
% of Total Estimate Gain
-7.64%

Clearview Wealth Advisors LLC's Apollo Asset Management, Inc. Holding Summary

As of 2025-03-31, Clearview Wealth Advisors LLC held 21,558.00 shares of Apollo Asset Management, Inc.(APO), totaling $2.95 Mil. This investment constitutes 2.21% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0% of the outstanding Apollo Asset Management, Inc.(APO) stock.

The initial trade took place in 2024Q4. And since then Clearview Wealth Advisors LLC has made 2 purchases of APO, at an average price of $154.74, for a total of 21,558.00 shares. Based on historical transaction data and APO's current price of $142.92, Clearview Wealth Advisors LLC's estimated gain on his APO holdings is $-254,852.70, reflecting a -7.64% gain to date.

Clearview Wealth Advisors LLC APO ($142.92) Holding Chart

Clearview Wealth Advisors LLC APO ($142.92) 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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