Advisor OS, LLC's ownership history for WAB

Advisor OS, LLC currently holds 4.3K shares with a market value of $927.1K. It started holding WAB on 2024-09-30. At its peak, it held 7.3K shares on 2024-09-30. Its highest holding value was $1.3M on 2024-09-30. At its lowest, it held 2.9K shares on 2024-12-31, with a value of $550.6K on 2024-12-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 155. In the recent year, Advisor OS, LLC has increased its shares by 1.4K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $1.3K on 2025-12-31. At its peak, it held 2 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.3K on 2025-12-31. At its lowest, it held 2 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.3K on 2025-12-31.