Number of Shares
519,744.00
Current Holdings Value*
$115.45 Mil
% of Portfolio
10.59%
Total Estimate Gain
$172.92 Mil
% of Total Estimate Gain
199.47%

Sheaff Brock Investment Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Sheaff Brock Investment Advisors, LLC held 519,744.00 shares of Apple Inc(AAPL), totaling $115.45 Mil. This investment constitutes 10.59% of their stock portfolio, and Sheaff Brock Investment Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Sheaff Brock Investment Advisors, LLC has made 8 purchases of AAPL, at an average price of $49.85, for a total of 1.74 Mil shares. In addition, there have been 20 sales at an average price of $124.01 for 1.22 Mil shares. Based on historical transaction data and AAPL's current price of $208.62, Sheaff Brock Investment Advisors, LLC's estimated gain on his AAPL holdings is $172.92 Mil, reflecting a 199.47% gain to date.

Sheaff Brock Investment Advisors, LLC AAPL ($208.62) Holding Chart

Sheaff Brock Investment Advisors, LLC AAPL ($208.62) 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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