Number of Shares
891
Previous 976 8.71%
Holding current value
$293 Million
Previous $249 Million 17.77%
% of portfolio
0.14%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

SELL
N/A
-85 Reduced 8.71%
891 $293 Million
Q3 2024

Nov 25, 2024

BUY
N/A
976 New
976 $249 Million
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.