Compound Planning, Inc.'s ownership history for AAPL

Compound Planning, Inc. currently holds 468.4K shares with a market value of $118.9M. It started holding AAPL on 2024-09-30. At its peak, it held 469.8K shares on 2025-12-31. Its highest holding value was $127.7M on 2025-12-31. At its lowest, it held 266.3K shares on 2024-09-30, with a value of $62.0M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 81.3K. In the recent year, Compound Planning, Inc. has increased its shares by 131.8K.

It has also owned 63 contracts of puts, with the market value of the underlying securities totaling $1.6M on 2025-03-31. At its peak, it held 63 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $1.6M on 2026-03-31. At its lowest, it held 5 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $102.6K on 2025-06-30. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 58 contracts.