Left Brain Wealth Management, LLC APO Holdings History
Number of Shares
39,999.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
2.4%
Total Estimate Gain
$-703,809.82
% of Total Estimate Gain
-11.21%
Left Brain Wealth Management, LLC's Apollo Asset Management, Inc. Holding Summary
As of 2025-03-31, Left Brain Wealth Management, LLC held 39,999.00 shares of Apollo Asset Management, Inc.(APO), totaling $5.48 Mil. This investment constitutes 2.4% of their stock portfolio, and Left Brain Wealth Management, LLC now holds 0.01% of the outstanding Apollo Asset Management, Inc.(APO) stock.
The initial trade took place in 2024Q4. And since then Left Brain Wealth Management, LLC has made 2 purchases of APO, at an average price of $157.03, for a total of 39,999.00 shares. Based on historical transaction data and APO's current price of $139.43, Left Brain Wealth Management, LLC's estimated gain on his APO holdings is $-703,809.82, reflecting a -11.21% gain to date.
Left Brain Wealth Management, LLC APO ($139.43) Holding Chart
Left Brain Wealth Management, LLC APO ($139.43) 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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