Advisor OS, LLC's ownership history for IBM

Advisor OS, LLC currently holds 9.9K shares with a market value of $2.9M. It started holding IBM on 2024-09-30. At its peak, it held 9.9K shares on 2025-12-31. Its highest holding value was $2.9M on 2025-12-31. At its lowest, it held 7.9K shares on 2024-12-31, with a value of $1.7M on 2024-12-31. In the recent 180 days, Advisor OS, LLC has increased its shares by 1.1K. In the recent year, Advisor OS, LLC has increased its shares by 2.0K.

It has also owned 4 contracts of calls, with the market value of the underlying securities totaling $5.6K on 2025-06-30. At its peak, it held 4 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $5.6K on 2025-09-30. At its lowest, it held 4 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $5.5K on 2025-06-30.