Modern Wealth Management, LLC's ownership history for AAPL

Modern Wealth Management, LLC currently holds 517.0K shares with a market value of $132.2M. It started holding AAPL on 2024-09-30. At its peak, it held 517.0K shares on 2026-03-31. Its highest holding value was $134.6M on 2025-12-31. At its lowest, it held 106.8K shares on 2024-09-30, with a value of $24.9M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 56.3K. In the recent year, Modern Wealth Management, LLC has increased its shares by 171.5K.