PREVAIL INNOVATIVE WEALTH ADVISORS, LLC AAPL Holdings History
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 8,508.00 shares of Apple Inc(AAPL), totaling $1.89 Mil. This investment constitutes 0.5% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q2. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 4 purchases of AAPL, at an average price of $207.59, for a total of 33,897.00 shares. In addition, there have been 3 sales at an average price of $220.42 for 25,389.00 shares. Based on historical transaction data and AAPL's current price of $211.18, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $356,252.46, reflecting a 5.06% gain to date.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC AAPL ($211.18) Holding Chart
PREVAIL INNOVATIVE 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
