Circle Wealth Management, LLC's ownership history for AAPL

Circle Wealth Management, LLC currently holds 6.6M shares with a market value of $1.7B. It started holding AAPL on 2024-09-30. At its peak, it held 6.6M shares on 2024-09-30. Its highest holding value was $1.7B on 2025-09-30. At its lowest, it held 6.5M shares on 2025-06-30, with a value of $1.3B on 2025-06-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 67.5K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 713.

It has also owned 5.0K contracts of puts, with the market value of the underlying securities totaling $102.6M on 2025-06-30. At its peak, it held 5.0K contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $102.6M on 2025-06-30. At its lowest, it held 5.0K contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $102.6M on 2025-06-30.