Heritage Oak Wealth Advisors LLC Apple Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Apple Inc. stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 16,927 shares of AAPL stock, worth $3.36 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
16,927
Previous 17,011
0.49%
Holding current value
$3.36 Million
Previous $4.26 Billion
11.73%
% of portfolio
1.65%
Previous 2.0%
Shares
4 transactions
Others Institutions Holding AAPL
# of Institutions
6,365Shares Held
8.96BCall Options Held
177MPut Options Held
167M-
Vanguard Group Inc Valley Forge, PA1.4BShares$278 Billion5.8% of portfolio
-
Black Rock Inc. New York, NY1.05BShares$208 Billion5.09% of portfolio
-
State Street Corp Boston, MA596MShares$118 Billion5.6% of portfolio
-
Geode Capital Management, LLC Boston, MA350MShares$69.4 Billion6.27% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne300MShares$59.5 Billion26.17% of portfolio
About Apple Inc.
- Ticker AAPL
- Exchange NASDAQ
- Sector Technology
- Industry Consumer Electronics
- Shares Outstandng 16,070,800,384
- Market Cap $3.19T
- Description
- Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...