Optivise Advisory Services LLC VICTORY PORTFOLIOS II Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Number of Shares
36,089
Previous 42,844 15.77%
Holding current value
$1.42 Billion
Previous $1.61 Billion 11.54%
% of portfolio
0.82%
Previous 0.96%

Shares

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

Jan 12, 2026
SELL
N/A
-6,755 Reduced 15.77%
36,089 $1.42 Billion
Q3 2025

Oct 17, 2025
BUY
N/A
4,174 Added 10.79%
42,844 $1.61 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
5,417 Added 16.29%
38,670 $1.37 Billion
Q1 2025

Apr 18, 2025
BUY
N/A
33,253 New
33,253 $1.14 Billion
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