Number of Shares
21,900.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
4.57%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
77.08%

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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