EXENCIAL WEALTH ADVISORS, LLC's ownership history for AAPL

EXENCIAL WEALTH ADVISORS, LLC currently holds 447.9K shares with a market value of $121.8M. It started holding AAPL on 2024-09-30. At its peak, it held 498.6K shares on 2025-03-31. Its highest holding value was $122.3M on 2024-12-31. At its lowest, it held 447.9K shares on 2025-12-31, with a value of $98.5M on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 32.4K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 40.3K.

It has also owned 60 contracts of puts, with the market value of the underlying securities totaling $1.5M on 2024-12-31. At its peak, it held 60 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $1.5M on 2024-12-31. At its lowest, it held 60 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $1.5M on 2024-12-31.