Number of Shares
246,036.00
Current Holdings Value*
$50.48 Mil
% of Portfolio
3.77%
Total Estimate Gain
$9.49 Mil
% of Total Estimate Gain
21.70%

Fiduciary Alliance LLC's Apple Inc Holding Summary

As of 2025-06-30, Fiduciary Alliance LLC held 246,036.00 shares of Apple Inc(AAPL), totaling $50.48 Mil. This investment constitutes 3.77% of their stock portfolio, and Fiduciary Alliance LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Fiduciary Alliance LLC has made 9 purchases of AAPL, at an average price of $174.07, for a total of 251,140.00 shares. In addition, there have been 1 sales at an average price of $181.83 for 5,104.00 shares. Based on historical transaction data and AAPL's current price of $212.48, Fiduciary Alliance LLC's estimated gain on his AAPL holdings is $9.49 Mil, reflecting a 21.70% gain to date.

Fiduciary Alliance LLC AAPL ($212.48) Holding Chart

Fiduciary Alliance LLC AAPL ($212.48) 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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