Accretive Wealth Partners, LLC's ownership history for AAPL

Accretive Wealth Partners, LLC currently holds 62.9K shares with a market value of $16.0M. It started holding AAPL on 2024-09-30. At its peak, it held 62.9K shares on 2026-03-31. Its highest holding value was $16.6M on 2025-12-31. At its lowest, it held 20.9K shares on 2024-12-31, with a value of $4.9M on 2024-09-30. In the recent 180 days, Accretive Wealth Partners, LLC has increased its shares by 1.4K. In the recent year, Accretive Wealth Partners, LLC has increased its shares by 645.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $25.4K on 2026-03-31. At its peak, it held 1 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $25.4K on 2026-03-31. At its lowest, it held 1 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $25.4K on 2026-03-31.