Institute For Wealth Management, LLC. AAPL Holdings History
Institute for Wealth Management, LLC.'s Apple Inc Holding Summary
As of 2025-03-31, Institute for Wealth Management, LLC. held 127,676.00 shares of Apple Inc(AAPL), totaling $28.36 Mil. This investment constitutes 3.64% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 10 purchases of AAPL, at an average price of $42.90, for a total of 902,598.00 shares. In addition, there have been 20 sales at an average price of $52.01 for 774,922.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Institute for Wealth Management, LLC.'s estimated gain on his AAPL holdings is $28.85 Mil, reflecting a 74.51% gain to date.
Institute for Wealth Management, LLC. AAPL ($213.55) Holding Chart
Institute for Wealth Management, 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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