Integrated Wealth Concepts LLC AAPL Holdings History
Integrated Wealth Concepts LLC's Apple Inc Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 907,821.00 shares of Apple Inc(AAPL), totaling $201.65 Mil. This investment constitutes 2.35% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Integrated Wealth Concepts LLC has made 22 purchases of AAPL, at an average price of $127.82, for a total of 999,468.00 shares. In addition, there have been 6 sales at an average price of $202.10 for 91,647.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Integrated Wealth Concepts LLC's estimated gain on his AAPL holdings is $85.18 Mil, reflecting a 66.68% gain to date.
Integrated Wealth Concepts LLC AAPL ($214.15) Holding Chart
Integrated Wealth Concepts LLC AAPL ($214.15) 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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