Waverly Advisors, LLC's ownership history for AAPL

Waverly Advisors, LLC currently holds 1.2M shares with a market value of $323.1M. It started holding AAPL on 2024-12-31. At its peak, it held 1.2M shares on 2025-12-31. Its highest holding value was $323.1M on 2025-12-31. At its lowest, it held 679.8K shares on 2024-12-31, with a value of $170.2M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 288.0K. In the recent year, Waverly Advisors, LLC has increased its shares by 508.7K.

It has also owned 125 contracts of puts, with the market value of the underlying securities totaling $3.4M on 2024-12-31. At its peak, it held 125 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $3.4M on 2025-12-31. At its lowest, it held 100 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $2.5M on 2025-09-30. In the recent 180 days, Waverly Advisors, LLC has increased its holdings by 16 contracts.