Number of Shares
200,796.00
Current Holdings Value*
$50.28 Mil
% of Portfolio
2.32%
Total Estimate Gain
$27.98 Mil
% of Total Estimate Gain
122.46%

LAKE STREET ADVISORS GROUP, LLC's Apple Inc Holding Summary

As of 2024-12-31, LAKE STREET ADVISORS GROUP, LLC held 200,796.00 shares of Apple Inc(AAPL), totaling $50.28 Mil. This investment constitutes 2.32% of their stock portfolio, and LAKE STREET ADVISORS GROUP, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then LAKE STREET ADVISORS GROUP, LLC has made 18 purchases of AAPL, at an average price of $80.29, for a total of 284,604.00 shares. In addition, there have been 9 sales at an average price of $93.67 for 83,808.00 shares. Based on historical transaction data and AAPL's current price of $214.07, LAKE STREET ADVISORS GROUP, LLC's estimated gain on his AAPL holdings is $27.98 Mil, reflecting a 122.46% gain to date.

LAKE STREET ADVISORS GROUP, LLC AAPL ($214.07) Holding Chart

LAKE STREET ADVISORS GROUP, LLC AAPL ($214.07) 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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