A detailed history of Modern Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 106,808 shares of AAPL stock, worth $24.4 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
106,808
Previous 105,817 0.94%
Holding current value
$24.4 Million
Previous $22.3 Billion 11.66%
% of portfolio
1.51%
Previous 1.63%

Shares

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

Nov 05, 2024

BUY
$207.23 - $234.82 $205,364 - $232,706
991 Added 0.94%
106,808 $24.9 Billion
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 $3.66T
  • 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 Modern Wealth Management, LLC Portfolio

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.