Number of Shares
60,274
Previous 86,110 30.0%
Holding current value
$917 Million
Previous $1.3 Billion 29.61%
% of portfolio
0.53%
Previous 0.78%

Shares

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

Jan 12, 2026

SELL
N/A
-25,836 Reduced 30.0%
60,274 $917 Million
Q3 2025

Oct 17, 2025

SELL
N/A
-209,511 Reduced 70.87%
86,110 $1.3 Billion
Q2 2025

Aug 05, 2025

SELL
N/A
-149,396 Reduced 33.57%
295,621 $4.45 Billion
Q1 2025

Apr 18, 2025

BUY
N/A
128,495 Added 40.6%
445,017 $8.36 Billion
Q4 2024

Feb 13, 2025

BUY
N/A
98,272 Added 45.03%
316,522 $6.05 Billion
Q3 2024

Nov 12, 2024

BUY
N/A
218,250 New
218,250 $4.13 Billion
Q2 2024

Nov 14, 2024

SELL
N/A
-4,022 Reduced 1.84%
214,228 $4.31 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.