Number of Shares
443,169.00
Current Holdings Value*
$90.93 Mil
% of Portfolio
2.81%
Total Estimate Gain
$60.40 Mil
% of Total Estimate Gain
108.65%

Dynamic Advisor Solutions LLC's Apple Inc Holding Summary

As of 2025-06-30, Dynamic Advisor Solutions LLC held 443,169.00 shares of Apple Inc(AAPL), totaling $90.93 Mil. This investment constitutes 2.81% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Dynamic Advisor Solutions LLC has made 24 purchases of AAPL, at an average price of $84.14, for a total of 660,695.00 shares. In addition, there have been 13 sales at an average price of $105.34 for 217,526.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Dynamic Advisor Solutions LLC's estimated gain on his AAPL holdings is $60.40 Mil, reflecting a 108.65% gain to date.

Dynamic Advisor Solutions LLC AAPL ($210.02) Holding Chart

Dynamic Advisor Solutions LLC AAPL ($210.02) 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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