Number of Shares
907,821.00
Current Holdings Value*
$201.65 Mil
% of Portfolio
2.35%
Total Estimate Gain
$82.49 Mil
% of Total Estimate Gain
64.57%

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 $211.18, Integrated Wealth Concepts LLC's estimated gain on his AAPL holdings is $82.49 Mil, reflecting a 64.57% gain to date.

Integrated Wealth Concepts LLC AAPL ($211.18) Holding Chart

Integrated Wealth Concepts LLC AAPL ($211.18) 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 %

Top Ranked Articles

  • 1