Number of Shares
12,574.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
2.21%
Total Estimate Gain
$-327,774.11
% of Total Estimate Gain
-5.25%

International Private Wealth Advisors LLC's Apple Inc Holding Summary

As of 2025-06-30, International Private Wealth Advisors LLC held 12,574.00 shares of Apple Inc(AAPL), totaling $2.58 Mil. This investment constitutes 2.21% of their stock portfolio, and International Private Wealth Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then International Private Wealth Advisors LLC has made 4 purchases of AAPL, at an average price of $210.10, for a total of 29,688.00 shares. In addition, there have been 2 sales at an average price of $191.67 for 17,114.00 shares. Based on historical transaction data and AAPL's current price of $209.11, International Private Wealth Advisors LLC's estimated gain on his AAPL holdings is $-327,774.11, reflecting a -5.25% gain to date.

International Private Wealth Advisors LLC AAPL ($209.11) Holding Chart

International Private Wealth Advisors LLC AAPL ($209.11) 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