Number of Shares
15,154.00
Current Holdings Value*
$2.59 Mil
% of Portfolio
4.27%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
47.59%

FREEDOM WEALTH ALLIANCE, LLC's Apple Inc Holding Summary

As of 2023-09-30, FREEDOM WEALTH ALLIANCE, LLC held 15,154.00 shares of Apple Inc(AAPL), totaling $2.59 Mil. This investment constitutes 4.27% of their stock portfolio, and FREEDOM WEALTH ALLIANCE, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then FREEDOM WEALTH ALLIANCE, LLC has made 2 purchases of AAPL, at an average price of $143.28, for a total of 16,274.00 shares. In addition, there have been 1 sales at an average price of $183.38 for 1,120.00 shares. Based on historical transaction data and AAPL's current price of $213.55, FREEDOM WEALTH ALLIANCE, LLC's estimated gain on his AAPL holdings is $1.11 Mil, reflecting a 47.59% gain to date.

FREEDOM WEALTH ALLIANCE, LLC AAPL ($213.55) Holding Chart

FREEDOM WEALTH ALLIANCE, 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 %

Top Ranked Articles

  • 1