Rational Dynamic Brands Fund APO Holdings History
Rational Dynamic Brands Fund's Apollo Asset Management, Inc. Holding Summary
As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 21,900.00 shares of Apollo Asset Management, Inc.(APO), totaling $3.00 Mil. This investment constitutes 4.57% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding Apollo Asset Management, Inc.(APO) stock.
The initial trade took place in 2023Q1. And since then Rational Dynamic Brands Fund has made 4 purchases of APO, at an average price of $87.30, for a total of 37,400.00 shares. In addition, there have been 2 sales at an average price of $158.24 for 15,500.00 shares. Based on historical transaction data and APO's current price of $152.00, Rational Dynamic Brands Fund's estimated gain on his APO holdings is $2.52 Mil, reflecting a 77.08% gain to date.
Rational Dynamic Brands Fund APO ($152.00) Holding Chart
Rational Dynamic Brands Fund APO ($152.00) 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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