Number of Shares
463,601.00
Current Holdings Value*
$102.98 Mil
% of Portfolio
7.39%
Total Estimate Gain
$66.30 Mil
% of Total Estimate Gain
110.42%

TRANSCEND CAPITAL ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-03-31, TRANSCEND CAPITAL ADVISORS, LLC held 463,601.00 shares of Apple Inc(AAPL), totaling $102.98 Mil. This investment constitutes 7.39% of their stock portfolio, and TRANSCEND CAPITAL ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then TRANSCEND CAPITAL ADVISORS, LLC has made 15 purchases of AAPL, at an average price of $98.96, for a total of 606,800.00 shares. In addition, there have been 6 sales at an average price of $188.25 for 143,199.00 shares. Based on historical transaction data and AAPL's current price of $214.40, TRANSCEND CAPITAL ADVISORS, LLC's estimated gain on his AAPL holdings is $66.30 Mil, reflecting a 110.42% gain to date.

TRANSCEND CAPITAL ADVISORS, LLC AAPL ($214.40) Holding Chart

TRANSCEND CAPITAL ADVISORS, LLC AAPL ($214.40) 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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