CreativeOne Wealth, LLC AAPL Holdings History
CreativeOne Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 336,323.00 shares of Apple Inc(AAPL), totaling $74.71 Mil. This investment constitutes 2.23% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then CreativeOne Wealth, LLC has made 18 purchases of AAPL, at an average price of $170.93, for a total of 470,233.00 shares. In addition, there have been 7 sales at an average price of $173.97 for 133,910.00 shares. Based on historical transaction data and AAPL's current price of $211.18, CreativeOne Wealth, LLC's estimated gain on his AAPL holdings is $13.94 Mil, reflecting a 17.35% gain to date.
CreativeOne Wealth, LLC AAPL ($211.18) Holding Chart
CreativeOne Wealth, LLC AAPL ($211.18) 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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