A detailed history of Avitas Wealth Management LLC transactions in Apollo Global Management, Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 6,649 shares of APO stock, worth $1.16 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,649
Previous 7,146 6.95%
Holding current value
$1.16 Million
Previous $843,000 1.54%
% of portfolio
0.12%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$99.16 - $125.81 $49,282 - $62,527
-497 Reduced 6.95%
6,649 $830,000
Q2 2024

Jul 24, 2024

SELL
$107.3 - $118.77 $43,778 - $48,458
-408 Reduced 5.4%
7,146 $843,000
Q1 2024

Apr 24, 2024

SELL
$91.33 - $114.53 $7,215 - $9,047
-79 Reduced 1.03%
7,554 $849,000
Q4 2023

Jan 24, 2024

SELL
$77.44 - $94.76 $2,478 - $3,032
-32 Reduced 0.42%
7,633 $711,000
Q3 2023

Nov 02, 2023

SELL
$74.51 - $92.48 $18,329 - $22,750
-246 Reduced 3.11%
7,665 $688,000
Q2 2023

Jul 18, 2023

SELL
$58.04 - $77.39 $6,094 - $8,125
-105 Reduced 1.31%
7,911 $607,000
Q1 2023

May 15, 2023

BUY
$56.53 - $73.89 $49,407 - $64,579
874 Added 12.24%
8,016 $506,000
Q4 2022

Jan 10, 2023

BUY
$47.12 - $69.4 $336,531 - $495,654
7,142 New
7,142 $0

Others Institutions Holding APO

About Apollo Global Management, Inc.


  • Ticker APO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 600,000,000
  • Market Cap $105B
  • Description
  • Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, midd...
More about APO
Track This Portfolio

Track Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.