Optivise Advisory Services LLC Purchases and Sells in Q1 2025

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

Top Buys

Incresed Positions

60 operations
Stock Shares change Price Range Shares Held Trade History
231K
+ 64.55%
$50.48 - $50.68 $11.7M - $11.7M
589K $29.8B
TIDAL ETF TR
128K
+ 40.6%
N/A
445K $8.36B
21.2K
+ 52.92%
$27.81 - $30.21 $589K - $640K
61.2K $1.81B
BLACKROCK ETF TRUST II
12.1K
+ 78.7%
N/A
27.5K $1.44B
5.91K
+ 153.31%
$85.29 - $92.57 $504K - $547K
9.77K $889M
PGIM ETF TR
8.58K
+ 211.28%
N/A
12.6K $649M
View all

New Holdings

35 operations
Stock Shares change Price Range Shares Held Trade History
105K
New
$20.11 - $21.21 $2.12M - $2.23M
105K $2.23B
25.4K
New
$48.06 - $53.73 $1.22M - $1.37M
25.4K $1.24B
48.8K
New
$24.91 - $29.02 $1.22M - $1.42M
48.8K $1.22B
VICTORY PORTFOLIOS II
33.3K
New
N/A
33.3K $1.14B
7.02K
New
$78.54 - $84.86 $552K - $596K
7.02K $577M
10.6K
New
$52.68 - $53.16 $557K - $563K
10.6K $559M
View all

Top Sells

Reduced Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
-52.9K
- 37.89%
$58.23 - $69.12 $3.08M - $3.66M
86.7K $5.07B
-65.7K
- 38.19%
$48.0 - $54.24 $3.15M - $3.56M
106K $5.13B
-23.7K
- 65.13%
$92.45 - $106.69 $2.19M - $2.53M
12.7K $1.18B
-26K
- 35.57%
$75.99 - $81.58 $1.98M - $2.12M
47.2K $3.61B
-44.4K
- 89.15%
$44.72 - $46.25 $1.99M - $2.05M
5.41K $249M
-11.6K
- 42.17%
$95.85 - $99.25 $1.11M - $1.15M
15.9K $1.58B
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
200
New
$551.42 - $612.93 $110K - $123K
200 $34.3M
Activity Summary
Buys All Purchases 95 New Holdings 35 Increased Positions 60 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 1 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email