Advisor OS, LLC's ownership history for IBIT

Advisor OS, LLC currently holds 7.1K shares with a market value of $274.5K. It started holding IBIT on 2025-06-30. At its peak, it held 7.1K shares on 2026-03-31. Its highest holding value was $330.6K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-12-31, with a value of $202.8K on 2025-12-31. In the recent 180 days, Advisor OS, LLC has increased its shares by 2.1K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $12 on 2025-09-30. At its peak, it held 3 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $340 on 2025-09-30. At its lowest, it held 1 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $12 on 2025-12-31.