Heritage Oak Wealth Advisors LLC Apple Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
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 23,156 shares of AAPL stock, worth $5.89 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
23,156
Previous 21,091
9.79%
Holding current value
$5.89 Million
Previous $4.44 Billion
21.46%
% of portfolio
2.49%
Previous 2.25%
Shares
2 transactions
Others Institutions Holding AAPL
# of Institutions
5,705Shares Held
8.78BCall Options Held
219MPut Options Held
196M-
Vanguard Group Inc Valley Forge, PA1.35BShares$343 Billion5.75% of portfolio
-
Black Rock Inc. New York, NY1.05BShares$267 Billion5.09% of portfolio
-
State Street Corp Boston, MA584MShares$149 Billion5.64% of portfolio
-
Geode Capital Management, LLC Boston, MA334MShares$85 Billion6.41% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne300MShares$76.3 Billion26.59% of portfolio
About Apple Inc.
- Ticker AAPL
- Exchange NASDAQ
- Sector Technology
- Industry Consumer Electronics
- Shares Outstandng 16,070,800,384
- Market Cap $4.09T
- 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;...