Optivise Advisory Services LLC TIDAL ETF TR Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024
Number of Shares
316,522
Previous 218,250 45.03%
Holding current value
$6.05 Billion
Previous $4.13 Billion 46.42%
% of portfolio
3.26%
Previous 2.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
98,272 Added 45.03%
316,522 $6.05 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
218,250 New
218,250 $4.13 Billion
Q2 2024

Nov 14, 2024
SELL
N/A
-4,022 Reduced 1.84%
214,228 $4.31 Billion
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