Optivise Advisory Services LLC Ishares Tr Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
Shares
4 transactions
Others Institutions Holding IYY
# of Institutions
287Shares Held
3.65MCall Options Held
4.5KPut Options Held
100-
Morgan Stanley New York, NY447KShares$72.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC328KShares$53.4 Million0.02% of portfolio
-
Savant Capital, LLC157KShares$25.5 Million0.15% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA147KShares$23.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA135KShares$21.9 Million0.0% of portfolio