Number of Shares
451,444.00
Current Holdings Value*
$100.28 Mil
% of Portfolio
2.64%
Total Estimate Gain
$64.93 Mil
% of Total Estimate Gain
83.87%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Apple Inc Holding Summary

As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 451,444.00 shares of Apple Inc(AAPL), totaling $100.28 Mil. This investment constitutes 2.64% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 21 purchases of AAPL, at an average price of $67.02, for a total of 1.16 Mil shares. In addition, there have been 15 sales at an average price of $67.54 for 703,839.00 shares. Based on historical transaction data and AAPL's current price of $210.02, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his AAPL holdings is $64.93 Mil, reflecting a 83.87% gain to date.

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC AAPL ($210.02) Holding Chart

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC AAPL ($210.02) 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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