Optivise Advisory Services LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding PDBC
# of Institutions
438Shares Held
305MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.43 Billion0.3% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$416 Million1.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28.5MShares$377 Million0.13% of portfolio
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Morgan Stanley New York, NY18.5MShares$245 Million0.02% of portfolio
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Personal Capital Advisors Corp15.9MShares$210 Million1.14% of portfolio