Number of Shares
444,776.00
Current Holdings Value*
$98.80 Mil
% of Portfolio
1.5%
Total Estimate Gain
$12.40 Mil
% of Total Estimate Gain
11.74%

Focus Partners Advisor Solutions, LLC's Apple Inc Holding Summary

As of 2025-03-31, Focus Partners Advisor Solutions, LLC held 444,776.00 shares of Apple Inc(AAPL), totaling $98.80 Mil. This investment constitutes 1.5% of their stock portfolio, and Focus Partners Advisor Solutions, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Focus Partners Advisor Solutions, LLC has made 10 purchases of AAPL, at an average price of $176.05, for a total of 599,962.00 shares. In addition, there have been 2 sales at an average price of $158.44 for 155,186.00 shares. Based on historical transaction data and AAPL's current price of $210.07, Focus Partners Advisor Solutions, LLC's estimated gain on his AAPL holdings is $12.40 Mil, reflecting a 11.74% gain to date.

Focus Partners Advisor Solutions, LLC AAPL ($210.07) Holding Chart

Focus Partners Advisor Solutions, LLC AAPL ($210.07) 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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