Optimist Retirement Group LLC Purchases in Q3 2024

Optimist Retirement Group LLC

  • $222 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
14.1K
+ 853.98%
$136.27 - $1745.86 $1.92M - $24.6M
15.7K $2.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.18%
$434.77 - $502.96 $5.22K - $6.04K
6.66K $3.25B
MANH
Manhattan Associates Inc

Technology
76
+ 9.05%
$218.59 - $286.0 $16.6K - $21.7K
916 $258M
DOCU
Docusign, Inc.

Technology
161
+ 3.78%
$49.73 - $62.53 $8.01K - $10.1K
4.42K $274M
PEGA
Pegasystems Inc

Technology
38
+ 1.11%
$57.07 - $73.36 $2.17K - $2.79K
3.47K $254M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12
+ 0.12%
$41.9 - $48.26 $503 - $579
10.4K $496M
HCI
Hci Group, Inc.

Financial Services
31
+ 1.27%
$84.96 - $108.91 $2.63K - $3.38K
2.47K $265M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16
+ 0.16%
$60.84 - $67.51 $973 - $1.08K
9.79K $660M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7
+ 0.18%
$112.99 - $126.45 $791 - $885
3.82K $481M
IT
Gartner Inc

Technology
8
+ 1.64%
$441.32 - $516.47 $3.53K - $4.13K
497 $252M
EAT
Brinker International, Inc

Consumer Cyclical
187
+ 6.09%
$59.09 - $77.85 $11K - $14.6K
3.26K $249M
APAM
Artisan Partners Asset Management Inc.

Financial Services
131
+ 1.31%
$38.04 - $44.16 $4.98K - $5.78K
10.2K $440M
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.75%
$391.53 - $469.81 $3.52K - $4.23K
524 $246M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5
+ 0.08%
$41.02 - $46.01 $205 - $230
6.14K $279M
DELL
Dell Technologies Inc.

Technology
463
+ 27.33%
$87.89 - $145.97 $40.7K - $67.6K
2.16K $256M
MAR
Marriott International Inc

Consumer Cyclical
64
+ 7.71%
$211.35 - $255.11 $13.5K - $16.3K
894 $222M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 0.33%
$127.29 - $141.5 $764 - $849
1.82K $254M
SPMD
Spdr Portfolio

ETFs
3
+ 0.06%
$50.29 - $54.92 $151 - $165
5K $274M
CMPR
Cimpress PLC

Communication Services
352
+ 15.09%
$80.04 - $101.04 $28.2K - $35.6K
2.69K $220M
VOX
Vanguard Communication Service

ETFs
2
+ 0.14%
$129.82 - $145.39 $260 - $291
1.48K $215M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
70
+ 0.83%
$24.86 - $26.33 $1.74K - $1.84K
8.49K $222M
TNL
Travel & Leisure Co.

Consumer Cyclical
70
+ 1.24%
$40.55 - $49.87 $2.84K - $3.49K
5.73K $264M
WING
Wingstop Inc.

Consumer Cyclical
24
+ 4.1%
$352.46 - $427.92 $8.46K - $10.3K
609 $253M
NVDA
Nvidia Corp

Technology
72
+ 3.75%
$98.91 - $134.91 $7.12K - $9.71K
1.99K $242M
VDE
Vanguard Energy ETF

ETFs
3
+ 0.17%
$117.44 - $131.06 $352 - $393
1.73K $212M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
317
+ 22.79%
$129.86 - $184.59 $41.2K - $58.5K
1.71K $239M
NVO
Novo Nordisk A S

Healthcare
112
+ 4.25%
$119.07 - $145.42 $13.3K - $16.3K
2.75K $327M
KLAC
Kla Corp

Technology
47
+ 1.58%
$696.17 - $892.35 $32.7K - $41.9K
3.02K $2.34B
QCOM
Qualcomm Inc

Technology
531
+ 4.07%
$156.12 - $209.64 $82.9K - $111K
13.6K $2.31B
Activity Summary
Buys All Purchases 80 New Holdings 23 Increased Positions 57 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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