Kellett Wealth Advisors, LLC's ownership history for AAPL

Kellett Wealth Advisors, LLC currently holds 14.7K shares with a market value of $3.7M. It started holding AAPL on 2024-09-30. At its peak, it held 14.8K shares on 2025-06-30. Its highest holding value was $3.7M on 2025-09-30. At its lowest, it held 13.4K shares on 2024-09-30, with a value of $3.0M on 2025-03-31. In the recent 180 days, Kellett Wealth Advisors, LLC has increased its shares by 1.1K. In the recent year, Kellett Wealth Advisors, LLC has increased its shares by 1.3K.