Optivise Advisory Services LLC Tidal ETF Tr Zega Buy & Hedge Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Tidal ETF Tr Zega Buy & Hedge stock. As of the latest transaction made, Optivise Advisory Services LLC holds 54,388 shares of ZHDG stock, worth $1.25 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
54,388
Previous 48,419
12.33%
Holding current value
$1.25 Million
Previous $1.03 Billion
19.8%
% of portfolio
0.74%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding ZHDG
# of Institutions
14Shares Held
2.35MCall Options Held
0Put Options Held
0-
Zega Investments, LLC Palm Beach Gardens, FL779KShares$17.8 Million2.37% of portfolio
-
Zega Financial, LLC Palm Beach Gardens, FL772KShares$17.7 Million2.4% of portfolio
-
Allen Capital Group, LLC360KShares$8.24 Million0.8% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX96KShares$2.2 Million0.34% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX81.8KShares$1.87 Million0.2% of portfolio