Institutional Owners for AAPL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RUEDI WEALTH MANAGEMENT INC | COM | 4251 | $3,845,624 | 19,974 | 0.00 | 0.00 | 6 | 0.03 | 12-31-2023 |
| PHILLIPS FINANCIAL MANAGEMENT LLC | COM | 4252 | $3,416,190 | 19,922 | 0.00 | 0.00 | -1,109 | -5.27 | 03-31-2024 |
| TERRA NOVA ASSET MANAGEMENT LLC | COM | 4253 | $3,833,291 | 19,910 | 0.00 | 0.00 | -553 | -2.70 | 12-31-2023 |
| PEAK FINANCIAL ADVISORS LLC | COM | 4254 | $3,412,452 | 19,900 | 0.00 | 0.00 | 2,301 | 13.07 | 03-31-2024 |
