Octavia Wealth Advisors, LLC NEW YORK LIFE INVTS ACTIVE E Transaction History

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025
Number of Shares
20,787
Previous 17,953 15.79%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 23, 2026
BUY
N/A
2,834 Added 15.79%
20,787 $0
Q3 2025

Oct 27, 2025
BUY
N/A
17,953 New
17,953 $0
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