Optivise Advisory Services LLC EA SERIES TRUST Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024
Number of Shares
23,446
Previous 22,972 2.06%
Holding current value
$2.59 Billion
Previous $2.5 Billion 3.33%
% of portfolio
1.39%
Previous 1.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
474 Added 2.06%
23,446 $2.59 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
22,972 New
22,972 $2.5 Billion
Q2 2024

Nov 14, 2024
SELL
N/A
-483 Reduced 2.1%
22,489 $2.42 Billion
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email