Optivise Advisory Services LLC Vanguard Value ETF Transaction History
Optivise Advisory Services LLC
- $173 Billion
- Q4 2025
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,777 shares of VTV stock, worth $332,565. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,777
Previous 1,799
1.22%
Holding current value
$332,565
Previous $335 Million
1.16%
% of portfolio
0.2%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,794Shares Held
589MCall Options Held
159KPut Options Held
37K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio