Optimize Financial Inc NCR ATLEOS CORPORATION Transaction History

Optimize Financial Inc

  • $163 Billion
  • Q2 2025
Number of Shares
15,062
Previous 15,170 0.71%
Holding current value
$430 Million
Previous $400 Million 7.38%
% of portfolio
0.26%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-108 Reduced 0.71%
15,062 $430 Million
Q1 2025

May 16, 2025
BUY
N/A
15,170 New
15,170 $400 Million
Q4 2024

Feb 13, 2025
BUY
N/A
11,535 New
11,535 $391 Million
Track This Portfolio

Track Optimize Financial Inc Portfolio

Follow Optimize Financial Inc 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 Optimize Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Optimize Financial Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email