A detailed history of Balanced Wealth Group LLC transactions in Apple Inc. stock. As of the latest transaction made, Balanced Wealth Group LLC holds 64,459 shares of AAPL stock, worth $14.6 Million. This represents 5.3% of its overall portfolio holdings.

Number of Shares
64,459
Previous 63,598 1.35%
Holding current value
$14.6 Million
Previous $12.2 Billion 2.84%
% of portfolio
5.3%
Previous 6.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $145,509 - $168,049
861 Added 1.35%
64,459 $11.9 Billion
Q4 2023

Feb 06, 2024

BUY
$166.89 - $198.11 $10.6 Million - $12.6 Million
63,598 New
63,598 $12.2 Billion

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • 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;...
More about AAPL
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group 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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.