Number of Shares
43,328.00
Current Holdings Value*
$5.93 Mil
% of Portfolio
3.96%
Total Estimate Gain
$3.32 Mil
% of Total Estimate Gain
96.02%

Guardian Wealth Management, Inc.'s Apollo Asset Management, Inc. Holding Summary

As of 2025-03-31, Guardian Wealth Management, Inc. held 43,328.00 shares of Apollo Asset Management, Inc.(APO), totaling $5.93 Mil. This investment constitutes 3.96% of their stock portfolio, and Guardian Wealth Management, Inc. now holds 0.01% of the outstanding Apollo Asset Management, Inc.(APO) stock.

The initial trade took place in 2021Q4. And since then Guardian Wealth Management, Inc. has made 10 purchases of APO, at an average price of $76.57, for a total of 45,214.00 shares. In addition, there have been 3 sales at an average price of $106.23 for 1,886.00 shares. Based on historical transaction data and APO's current price of $152.00, Guardian Wealth Management, Inc.'s estimated gain on his APO holdings is $3.32 Mil, reflecting a 96.02% gain to date.

Guardian Wealth Management, Inc. APO ($152.00) Holding Chart

Guardian Wealth Management, Inc. APO ($152.00) 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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