Mount Yale Investment Advisors, LLC I3 Verticals, Inc. Call Options Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding IIIV
# of Institutions
179Shares Held
28.9MCall Options Held
116KPut Options Held
0- 
    
      T. Rowe Price Investment Management, Inc. Baltimore, MD3.18MShares$98.1 Million0.06% of portfolio
 - 
    
      Geneva Capital Management LLC1.89MShares$58.3 Million0.89% of portfolio
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      Vanguard Group Inc Valley Forge, PA1.85MShares$57.3 Million0.0% of portfolio
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      Black Rock Inc. New York, NY1.78MShares$55.1 Million0.0% of portfolio
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      Crosslink Capital Inc Menlo Park, CA1.25MShares$38.7 Million5.23% of portfolio
 
About i3 Verticals, Inc.
- Ticker IIIV
 - Exchange NASDAQ
 - Sector Technology
 - Industry Software—Infrastructure
 - Shares Outstandng 22,262,900
 - Market Cap $688M
 - Description
 - i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. It operates in two segments, Merchant Services, and Proprietary Software and Payments. The company offers payment processing services t...