Advisor OS, LLC's ownership history for AAPL

Advisor OS, LLC currently holds 169.8K shares with a market value of $46.2M. It started holding AAPL on 2024-09-30. At its peak, it held 169.8K shares on 2025-12-31. Its highest holding value was $46.2M on 2025-12-31. At its lowest, it held 142.7K shares on 2024-09-30, with a value of $32.8M on 2025-06-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 10.2K. In the recent year, Advisor OS, LLC has increased its shares by 12.7K.

It has also owned 113 contracts of calls, with the market value of the underlying securities totaling $34.8K on 2025-03-31. At its peak, it held 613 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $566.6K on 2025-09-30. At its lowest, it held 113 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $24.9K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has decreased its holdings by 500 contracts.

It has also owned 238 contracts of puts, with the market value of the underlying securities totaling $1.2K on 2024-09-30. At its peak, it held 500 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $156.3K on 2025-06-30. At its lowest, it held 200 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $1.2K on 2025-12-31. In the recent 180 days, Advisor OS, LLC has decreased its holdings by 137 contracts. In the recent year, Advisor OS, LLC has increased its holdings by 169.6K contracts.