Compound Planning, Inc.'s ownership history for AAPL

Compound Planning, Inc. currently holds 469.8K shares with a market value of $127.7M. It started holding AAPL on 2024-09-30. At its peak, it held 469.8K shares on 2025-12-31. Its highest holding value was $127.7M on 2025-12-31. At its lowest, it held 266.3K shares on 2024-09-30, with a value of $62.0M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 107.0K. In the recent year, Compound Planning, Inc. has increased its shares by 145.7K.

It has also owned 5 contracts of puts, with the market value of the underlying securities totaling $127.3K on 2025-03-31. At its peak, it held 5 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $127.3K on 2025-09-30. At its lowest, it held 5 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $102.6K on 2025-06-30. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 0 contracts.