Heritage Oak Wealth Advisors LLC Apple Inc. Transaction History
Heritage Oak Wealth Advisors LLC
- $271 Billion
- Q4 2025
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 16,455 shares of AAPL stock, worth $4.4 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
16,455
Previous 15,917
3.38%
Holding current value
$4.4 Million
Previous $4.05 Billion
10.38%
% of portfolio
1.65%
Previous 1.47%
Shares
7 transactions
Others Institutions Holding AAPL
# of Institutions
6,657Shares Held
9.02BCall Options Held
221MPut Options Held
192M-
Vanguard Group Inc Valley Forge, PA1.43BShares$381 Billion5.8% of portfolio
-
Black Rock Inc. New York, NY1.05BShares$281 Billion5.09% of portfolio
-
State Street Corp Boston, MA598MShares$160 Billion5.44% of portfolio
-
Geode Capital Management, LLC Boston, MA356MShares$95.3 Billion5.97% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne238MShares$63.7 Billion23.1% of portfolio
About Apple Inc.
- Ticker AAPL
- Exchange NASDAQ
- Sector Technology
- Industry Consumer Electronics
- Shares Outstandng 16,070,800,384
- Market Cap $4.3T
- 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;...