Advisor OS, LLC's ownership history for WAB


Advisor OS, LLC currently holds 1.1K shares with a market value of $287.2K. It started holding WAB on 2024-09-30. At its peak, it held 7.3K shares on 2024-09-30. Its highest holding value was $1.3M on 2024-09-30. At its lowest, it held 1.1K shares on 2026-03-31, with a value of $287.2K on 2026-03-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 3.2K. In the recent year, Advisor OS, LLC has decreased its shares by 2.5K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $1.3K on 2025-12-31. At its peak, it held 2 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.3K on 2025-12-31. At its lowest, it held 2 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.3K on 2025-12-31.


Advisor OS, LLC's ownership history for WAB
Advisor OS, LLC's ownership history for WAB Call Options