Number of Shares
26,417.00
Current Holdings Value*
$5.12 Mil
% of Portfolio
3.04%
Total Estimate Gain
$2.73 Mil
% of Total Estimate Gain
61.61%

Lumature Wealth Partners, LLC's Apple Inc Holding Summary

As of 2023-06-30, Lumature Wealth Partners, LLC held 26,417.00 shares of Apple Inc(AAPL), totaling $5.12 Mil. This investment constitutes 3.04% of their stock portfolio, and Lumature Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Lumature Wealth Partners, LLC has made 5 purchases of AAPL, at an average price of $123.19, for a total of 35,973.00 shares. In addition, there have been 5 sales at an average price of $157.41 for 9,556.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Lumature Wealth Partners, LLC's estimated gain on his AAPL holdings is $2.73 Mil, reflecting a 61.61% gain to date.

Lumature Wealth Partners, LLC AAPL ($214.15) Holding Chart

Lumature Wealth Partners, LLC AAPL ($214.15) 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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