Optivise Advisory Services LLC DIREXION SHS ETF TR Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Number of Shares
44,000
Previous 55,570 20.82%
Holding current value
$1.7 Billion
Previous $2.08 Billion 18.56%
% of portfolio
0.98%
Previous 1.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
N/A
-11,570 Reduced 20.82%
44,000 $1.7 Billion
Q3 2025

Oct 17, 2025
BUY
N/A
33,870 Added 156.08%
55,570 $2.08 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
21,700 New
21,700 $707 Million
Q4 2024

Feb 13, 2025
BUY
N/A
5,625 Added 80.48%
12,614 $455 Million
Q3 2024

Nov 12, 2024
BUY
N/A
6,989 New
6,989 $246 Million
Q2 2024

Nov 14, 2024
BUY
N/A
22,159 Added 317.06%
29,148 $992 Million
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