Number of Shares
505,583.00
Current Holdings Value*
$112.31 Mil
% of Portfolio
4.62%
Total Estimate Gain
$82.34 Mil
% of Total Estimate Gain
89.94%

LEVEL FOUR ADVISORY SERVICES, LLC's Apple Inc Holding Summary

As of 2025-03-31, LEVEL FOUR ADVISORY SERVICES, LLC held 505,583.00 shares of Apple Inc(AAPL), totaling $112.31 Mil. This investment constitutes 4.62% of their stock portfolio, and LEVEL FOUR ADVISORY SERVICES, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then LEVEL FOUR ADVISORY SERVICES, LLC has made 14 purchases of AAPL, at an average price of $86.90, for a total of 1.05 Mil shares. In addition, there have been 14 sales at an average price of $131.88 for 547,959.00 shares. Based on historical transaction data and AAPL's current price of $201.00, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his AAPL holdings is $82.34 Mil, reflecting a 89.94% gain to date.

LEVEL FOUR ADVISORY SERVICES, LLC AAPL ($201.00) Holding Chart

LEVEL FOUR ADVISORY SERVICES, LLC AAPL ($201.00) 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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