Advisor OS, LLC's ownership history for AAPL

Advisor OS, LLC currently holds 168.1K shares with a market value of $42.8M. It started holding AAPL on 2024-09-30. At its peak, it held 168.1K shares on 2025-09-30. Its highest holding value was $42.8M on 2025-09-30. At its lowest, it held 142.7K shares on 2024-09-30, with a value of $32.8M on 2025-06-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 14.8K. In the recent year, Advisor OS, LLC has increased its shares by 25.5K.

It has also owned 613 contracts of calls, with the market value of the underlying securities totaling $566.6K on 2025-03-31. At its peak, it held 613 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $566.6K on 2025-09-30. At its lowest, it held 612 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $24.9K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has increased its holdings by 1 contracts.

It has also owned 330 contracts of puts, with the market value of the underlying securities totaling $41.3K on 2024-09-30. At its peak, it held 500 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $156.3K on 2025-06-30. At its lowest, it held 200 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $25.6K on 2024-12-31. In the recent 180 days, Advisor OS, LLC has decreased its holdings by 170 contracts. In the recent year, Advisor OS, LLC has increased its holdings by 167.9K contracts.