Advisor OS, LLC's ownership history for CLIP

Advisor OS, LLC currently holds 2.7K shares with a market value of $275.4K. It started holding CLIP on 2025-03-31. At its peak, it held 409.9K shares on 2025-09-30. Its highest holding value was $41.2M on 2025-09-30. At its lowest, it held 2.5K shares on 2025-03-31, with a value of $246.1K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 407.2K. In the recent year, Advisor OS, LLC has increased its shares by 294.