HB Wealth Management, LLC's ownership history for AAPL
HB Wealth Management, LLC currently holds 1.6M shares with a market value of $403.2M. It started holding AAPL on 2024-09-30. At its peak, it held 1.6M shares on 2026-03-31. Its highest holding value was $418.8M on 2025-12-31. At its lowest, it held 1.2M shares on 2024-09-30, with a value of $261.6M on 2025-06-30. In the recent 180 days, HB Wealth Management, LLC has increased its shares by 66.1K. In the recent year, HB Wealth Management, LLC has increased its shares by 69.4K.
It has also owned 225 contracts of puts, with the market value of the underlying securities totaling $5.7M on 2025-03-31. At its peak, it held 227 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $6.1M on 2025-12-31. At its lowest, it held 225 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $4.7M on 2025-06-30. In the recent 180 days, HB Wealth Management, LLC has increased its holdings by 0 contracts. In the recent year, HB Wealth Management, LLC has increased its holdings by 1.6M contracts.