Optivise Advisory Services LLC Simplify Exch Traded Fds Simpl Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Optivise Advisory Services LLC holds 66,777 shares of CTA stock, worth $1.82 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

66,777

Previous 89,794 25.63%

Holding current value

$1.82 Million

Previous $2.51 Billion 27.52%

% of portfolio

1.05%

Previous 1.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$26.88 - $29.21 $618,696 - $672,326	-23,017 Reduced 25.63%	66,777 $1.82 Billion
Q3 2025 Oct 17, 2025	BUY	$26.46 - $28.43 $350,065 - $376,128	13,230 Added 17.28%	89,794 $2.51 Billion
Q2 2025 Aug 05, 2025	BUY	$26.61 - $29.9 $407,984 - $458,426	15,332 Added 25.04%	76,564 $2.05 Billion
Q1 2025 Apr 18, 2025	BUY	$27.81 - $30.21 $589,321 - $640,180	21,191 Added 52.92%	61,232 $1.81 Billion
Q4 2024 Feb 13, 2025	SELL	$25.8 - $28.97 $16,950 - $19,033	-657 Reduced 1.61%	40,041 $1.12 Billion

Q3 2024 Nov 12, 2024	BUY	$25.73 - $27.07 $1.05 Million - $1.1 Million	40,698 New	40,698 $1.06 Billion
Q2 2024 Nov 14, 2024	SELL	$25.27 - $28.23 $261,493 - $292,124	-10,348 Reduced 25.43%	30,350 $817 Million

Others Institutions Holding CTA

# of Institutions

201

Shares Held

30M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

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Optivise Advisory Services LLC Simplify Exch Traded Fds Simpl Transaction History