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Apple shares owned by White Wing Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by White Wing Wealth Management from 13F filings

Historical chart of White Wing Wealth Management investment in Apple

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All positions including Apple held by White Wing Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 8.1k 233.00
2024-06-30 $1.7M 8.1k 210.61
2024-03-31 $1.3M 7.9k 170.02
2023-12-31 $1.5M 7.9k 185.57

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr International Sl (ISCF)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for White Wing Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple