Momentum Wealth Planning, LLC Apple Inc. Transaction History
Momentum Wealth Planning, LLC
- $129 Billion
- Q3 2025
A detailed history of Momentum Wealth Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 2,719 shares of AAPL stock, worth $727,223. This represents 0.54% of its overall portfolio holdings.
Number of Shares
2,719
Previous 3,090
12.01%
Holding current value
$727,223
Previous $634 Million
9.21%
% of portfolio
0.54%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding AAPL
# of Institutions
6,578Shares Held
8.99BCall Options Held
220MPut Options Held
192M-
Vanguard Group Inc Valley Forge, PA1.4BShares$374 Billion5.53% 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;...