Number of Shares
49,554
Previous 47,764 3.75%
Holding current value
$2.03 Billion
Previous $1.84 Billion 10.16%
% of portfolio
0.91%
Previous 0.97%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024

BUY
N/A
1,790 Added 3.75%
49,554 $2.03 Billion
Q2 2024

Aug 12, 2024

BUY
N/A
4,581 Added 10.61%
47,764 $1.84 Billion
Q1 2024

May 13, 2024

BUY
N/A
12,088 Added 38.87%
43,183 $1.85 Billion
Q4 2023

Feb 15, 2024

BUY
N/A
31,095 New
31,095 $1.15 Billion
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group 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 Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.