Number of Shares
49,655.00
Current Holdings Value*
$11.03 Mil
% of Portfolio
3.09%
Total Estimate Gain
$8.67 Mil
% of Total Estimate Gain
62.94%

Elevated Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Elevated Capital Advisors, LLC held 49,655.00 shares of Apple Inc(AAPL), totaling $11.03 Mil. This investment constitutes 3.09% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q1. And since then Elevated Capital Advisors, LLC has made 13 purchases of AAPL, at an average price of $87.01, for a total of 158,217.00 shares. In addition, there have been 4 sales at an average price of $108.95 for 108,562.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Elevated Capital Advisors, LLC's estimated gain on his AAPL holdings is $8.67 Mil, reflecting a 62.94% gain to date.

Elevated Capital Advisors, LLC AAPL ($213.55) Holding Chart

Elevated Capital Advisors, LLC AAPL ($213.55) 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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