A detailed history of Total Wealth Planning & Management, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 13,704 shares of AAPL stock, worth $2.87 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
13,704
Previous 14,132 3.03%
Holding current value
$2.87 Million
Previous $3.54 Billion 13.99%
% of portfolio
2.89%
Previous 3.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$209.68 - $247.1 $89,743 - $105,758
-428 Reduced 3.03%
13,704 $3.04 Billion
Q4 2024

Feb 28, 2025

BUY
$221.69 - $259.02 $3.13 Million - $3.66 Million
14,132 New
14,132 $3.54 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 $3.36T
  • 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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