Optivise Advisory Services LLC LAM RESEARCH CORP Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Number of Shares
1,863
Previous 1,642 13.46%
Holding current value
$319 Million
Previous $220 Million 45.06%
% of portfolio
0.18%
Previous 0.13%

Shares

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

Jan 12, 2026
BUY
N/A
221 Added 13.46%
1,863 $319 Million
Q3 2025

Oct 17, 2025
BUY
N/A
1,642 New
1,642 $220 Million
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