Concurrent Investment Advisors, LLC's ownership history for AAPL

Concurrent Investment Advisors, LLC currently holds 1.1M shares with a market value of $266.8M. It started holding AAPL on 2024-09-30. At its peak, it held 1.1M shares on 2026-03-31. Its highest holding value was $278.9M on 2025-12-31. 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 365.1K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 434.1K.

It has also owned 44 contracts of calls, with the market value of the underlying securities totaling $1.1M on 2024-09-30. At its peak, it held 216 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $5.8M on 2025-12-31. 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 decreased its holdings by 51 contracts. In the recent year, Concurrent Investment Advisors, LLC has increased its holdings by 42 contracts.

It has also owned 137 contracts of puts, with the market value of the underlying securities totaling $3.5M on 2024-12-31. At its peak, it held 137 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $3.5M on 2026-03-31. 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 79 contracts. In the recent year, Concurrent Investment Advisors, LLC has increased its holdings by 1.1M contracts.