Wealth Preservation Advisors, LLC AAPL Holdings History
Number of Shares
36,655.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
5.82%
Total Estimate Gain
$-751,794.05
% of Total Estimate Gain
-8.85%
Wealth Preservation Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Wealth Preservation Advisors, LLC held 36,655.00 shares of Apple Inc(AAPL), totaling $8.14 Mil. This investment constitutes 5.82% of their stock portfolio, and Wealth Preservation Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AAPL's current price of $211.16, Wealth Preservation Advisors, LLC's estimated gain on his AAPL holdings is $-751,794.05, reflecting a -8.85% gain to date.
Wealth Preservation Advisors, LLC AAPL ($211.16) Holding Chart
Wealth Preservation Advisors, LLC AAPL ($211.16) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers