A detailed history of Modern Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 105,817 shares of AAPL stock, worth $23.5 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
105,817
Previous 89,702 17.97%
Holding current value
$23.5 Million
Previous $16.4 Billion 35.73%
% of portfolio
1.63%
Previous 1.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$165.0 - $216.67 $2.66 Million - $3.49 Million
16,115 Added 17.97%
105,817 $22.3 Billion
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $6.47 Million - $7.47 Million
38,279 Added 74.44%
89,702 $16.4 Billion
Q4 2023

Feb 14, 2024

BUY
$166.89 - $198.11 $8.58 Million - $10.2 Million
51,423 New
51,423 $9.9 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 $3.57T
  • 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
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