Optivise Advisory Services LLC New Holdings in Q4 2024

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
73.2K
New
$76.21 - $82.24 $5.58M - $6.02M
73.2K $5.7B
FDVV
Fidelity High Dividend ETF

ETFs
34.1K
New
$49.66 - $52.63 $1.7M - $1.8M
34.1K $1.7B
DHS
Wisdomtree Tr U.S

ETFs
17.9K
New
$92.66 - $100.58 $1.66M - $1.8M
17.9K $1.67B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
52.9K
New
$25.22 - $28.15 $1.33M - $1.49M
52.9K $1.42B
CGGR
Capital Group Growth ETF Shs C

ETFs
29.2K
New
$34.49 - $39.24 $1.01M - $1.15M
29.2K $1.09B
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
21.2K
New
$37.86 - $39.07 $801K - $827K
21.2K $804M
Blackrock ETF Trust Ii
15.4K
New
N/A
15.4K $801M
Ark 21 Shares Bitcoin ETF
5.98K
New
N/A
5.98K $558M
Tidal Tr Ii
24.5K
New
N/A
24.5K $469M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.7K
New
$43.02 - $47.32 $460K - $506K
10.7K $462M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.08K
New
$39.4 - $40.57 $279K - $287K
7.08K $284M
CRS
Carpenter Technology Corp

Industrials
1.33K
New
$149.5 - $196.14 $199K - $260K
1.33K $225M
MCD
Mcdonalds Corp

Consumer Cyclical
771
New
$288.47 - $316.54 $222K - $244K
771 $224M
AZO
Autozone Inc

Consumer Cyclical
70
New
$2981.19 - $3370.27 $209K - $236K
70 $223M
SJNK
Spdr Bloomberg Short Term High

ETFs
8.72K
New
$25.09 - $25.69 $219K - $224K
8.72K $220M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.73K
New
$110.69 - $154.48 $191K - $267K
1.73K $219M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.85K
New
$45.39 - $62.98 $175K - $242K
3.85K $219M
WFC
Wells Fargo & Company

Financial Services
3.06K
New
$54.98 - $77.35 $168K - $237K
3.06K $215M
HWM
Howmet Aerospace Inc.

Industrials
1.94K
New
$99.72 - $120.09 $193K - $233K
1.94K $212M
QLD
Proshares Ultra Qqq

ETFs
1.92K
New
$97.85 - $120.25 $188K - $231K
1.92K $211M
CMCSA
Comcast Corp

Communication Services
5.63K
New
$37.39 - $45.14 $210K - $254K
5.63K $211M
Pgim ETF Tr
4.06K
New
N/A
4.06K $208M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15.6K
New
$12.74 - $14.23 $199K - $222K
15.6K $203M
DECK
Deckers Outdoor Corp

Consumer Cyclical
996
New
$152.04 - $211.12 $151K - $210K
996 $202M
MA
Mastercard Inc

Financial Services
383
New
$491.3 - $536.15 $188K - $205K
383 $202M
AMCR
Amcor PLC

Consumer Cyclical
10.5K
New
$9.34 - $11.37 $97.8K - $119K
10.5K $98.6M
Activity Summary
Buys All Purchases 101 New Holdings 27 Increased Positions 74 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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