A detailed history of Luminvest Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 3,640 shares of AAPL stock, worth $831,812. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,640
Previous 3,754 3.04%
Holding current value
$831,812
Previous $798 Million 6.46%
% of portfolio
0.35%
Previous 0.37%

Shares

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

Oct 30, 2024

SELL
$207.23 - $234.82 $23,624 - $26,769
-114 Reduced 3.04%
3,640 $850 Million
Q2 2024

Oct 30, 2024

BUY
$165.0 - $216.67 $427,185 - $560,958
2,589 Added 222.23%
3,754 $798 Million
Q4 2023

Oct 30, 2024

BUY
$166.89 - $198.11 $194,426 - $230,798
1,165 New
1,165 $252 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.67T
  • 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 Luminvest Wealth Management LLC Portfolio

Follow Luminvest 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 Luminvest Wealth Management LLC, based on Form 13F filings with the SEC.

News

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