Optimize Financial Inc FIDELIS INSURANCE HOLDINGS L Transaction History

Optimize Financial Inc

  • $163 Billion
  • Q2 2025
Number of Shares
24,572
Previous 24,748 0.71%
Holding current value
$407 Million
Previous $401 Million 1.62%
% of portfolio
0.25%
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
-176 Reduced 0.71%
24,572 $407 Million
Q1 2025

May 16, 2025
BUY
N/A
24,748 New
24,748 $401 Million
Q4 2024

Feb 13, 2025
BUY
N/A
17,609 New
17,609 $319 Million
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