Optivise Advisory Services LLC Ishares S&P 100 ETF Transaction History
Optivise Advisory Services LLC
- $173 Billion
- Q4 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 8,245 shares of OEF stock, worth $2.19 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
8,245
Previous 6,451
27.81%
Holding current value
$2.19 Million
Previous $2.15 Billion
31.7%
% of portfolio
1.63%
Previous 1.28%
Shares
7 transactions
Others Institutions Holding OEF
# of Institutions
1,107Shares Held
73.3MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio