WealthPlan Investment Management, LLC's ownership history for AAPL


WealthPlan Investment Management, LLC currently holds 382.2K shares with a market value of $103.9M. It started holding AAPL on 2024-09-30. At its peak, it held 391.4K shares on 2025-06-30. Its highest holding value was $103.9M on 2025-12-31. At its lowest, it held 356.9K shares on 2024-09-30, with a value of $79.8M on 2025-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 9.3K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 20.2K.


WealthPlan Investment Management, LLC's ownership history for AAPL