Optivise Advisory Services LLC BLACKROCK INC Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Number of Shares
520
Previous 336 54.76%
Holding current value
$557 Million
Previous $392 Million 42.19%
% of portfolio
0.32%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
184 Added 54.76%
520 $557 Million
Q3 2025

Oct 17, 2025
BUY
N/A
116 Added 52.73%
336 $392 Million
Q2 2025

Aug 05, 2025
BUY
N/A
220 New
220 $231 Million
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