Number of Shares
17,055.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
1.19%
Total Estimate Gain
$34,787.84
% of Total Estimate Gain
0.96%

XY Planning Network, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, XY Planning Network, Inc. held 17,055.00 shares of Apple Inc(AAPL), totaling $3.50 Mil. This investment constitutes 1.19% of their stock portfolio, and XY Planning Network, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 2 purchases of AAPL, at an average price of $212.47, for a total of 17,055.00 shares. Based on historical transaction data and AAPL's current price of $214.51, XY Planning Network, Inc.'s estimated gain on his AAPL holdings is $34,787.84, reflecting a 0.96% gain to date.

XY Planning Network, Inc. AAPL ($214.51) Holding Chart

XY Planning Network, Inc. AAPL ($214.51) 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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