Optivise Advisory Services LLC EA SERIES TRUST Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025
Number of Shares
21,183
Previous 23,446 9.65%
Holding current value
$2.36 Billion
Previous $2.59 Billion 8.66%
% of portfolio
1.33%
Previous 1.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
N/A
-2,263 Reduced 9.65%
21,183 $2.36 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
474 Added 2.06%
23,446 $2.59 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
22,972 New
22,972 $2.5 Billion
Q2 2024

Nov 14, 2024
SELL
N/A
-483 Reduced 2.1%
22,489 $2.42 Billion
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