Next Level Wealth Planning, LLC AAPL Holdings History
Next Level Wealth Planning, LLC's Apple Inc Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 8,497.00 shares of Apple Inc(AAPL), totaling $1.89 Mil. This investment constitutes 1.43% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 100.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Next Level Wealth Planning, LLC's estimated gain on his AAPL holdings is $-227,498.33, reflecting a -11.22% gain to date.
Next Level Wealth Planning, LLC AAPL ($209.11) Holding Chart
Next Level Wealth Planning, LLC AAPL ($209.11) 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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