Concurrent Investment Advisors, LLC's ownership history for AAPL

Concurrent Investment Advisors, LLC currently holds 702.2K shares with a market value of $174.8M. It started holding AAPL on 2024-09-30. At its peak, it held 702.2K shares on 2025-09-30. Its highest holding value was $174.8M on 2025-09-30. At its lowest, it held 504.8K shares on 2024-09-30, with a value of $113.9M on 2024-09-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 69.0K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 197.4K.

It has also owned 95 contracts of calls, with the market value of the underlying securities totaling $2.4M on 2024-09-30. At its peak, it held 95 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $2.4M on 2025-09-30. At its lowest, it held 1 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $22.2K on 2025-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 93 contracts.

It has also owned 58 contracts of puts, with the market value of the underlying securities totaling $1.5M on 2024-12-31. At its peak, it held 58 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $1.5M on 2025-09-30. At its lowest, it held 1 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $25.0K on 2024-12-31. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its holdings by 57 contracts.