Optivise Advisory Services LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025
Number of Shares
12,358
Previous 11,470 7.74%
Holding current value
$208 Million
Previous $182 Million 14.24%
% of portfolio
0.12%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
N/A
888 Added 7.74%
12,358 $208 Million
Q2 2025

Aug 05, 2025
BUY
N/A
11,470 New
11,470 $182 Million
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