Number of Shares
162,852.00
Current Holdings Value*
$33.41 Mil
% of Portfolio
15.64%
Total Estimate Gain
$4.87 Mil
% of Total Estimate Gain
7.08%

MILLER WEALTH ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-06-30, MILLER WEALTH ADVISORS, LLC held 162,852.00 shares of Apple Inc(AAPL), totaling $33.41 Mil. This investment constitutes 15.64% of their stock portfolio, and MILLER WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then MILLER WEALTH ADVISORS, LLC has made 3 purchases of AAPL, at an average price of $163.55, for a total of 420,720.00 shares. In addition, there have been 10 sales at an average price of $152.36 for 257,868.00 shares. Based on historical transaction data and AAPL's current price of $211.18, MILLER WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $4.87 Mil, reflecting a 7.08% gain to date.

MILLER WEALTH ADVISORS, LLC AAPL ($211.18) Holding Chart

MILLER WEALTH ADVISORS, LLC AAPL ($211.18) 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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