Optivise Advisory Services LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Number of Shares
15,274
Previous 12,358 23.6%
Holding current value
$260 Million
Previous $208 Million 24.62%
% of portfolio
0.15%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
2,916 Added 23.6%
15,274 $260 Million
Q3 2025

Oct 17, 2025
BUY
N/A
888 Added 7.74%
12,358 $208 Million
Q2 2025

Aug 05, 2025
BUY
N/A
11,470 New
11,470 $182 Million
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