Number of Shares
41,413.00
Current Holdings Value*
$9.20 Mil
% of Portfolio
3.85%
Total Estimate Gain
$6.73 Mil
% of Total Estimate Gain
79.01%

Omnia Family Wealth, LLC's Apple Inc Holding Summary

As of 2025-03-31, Omnia Family Wealth, LLC held 41,413.00 shares of Apple Inc(AAPL), totaling $9.20 Mil. This investment constitutes 3.85% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Omnia Family Wealth, LLC has made 14 purchases of AAPL, at an average price of $78.74, for a total of 108,211.00 shares. In addition, there have been 14 sales at an average price of $95.66 for 66,798.00 shares. Based on historical transaction data and AAPL's current price of $213.99, Omnia Family Wealth, LLC's estimated gain on his AAPL holdings is $6.73 Mil, reflecting a 79.01% gain to date.

Omnia Family Wealth, LLC AAPL ($213.99) Holding Chart

Omnia Family Wealth, LLC AAPL ($213.99) 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 %

Top Ranked Articles

  • 1