Optimize Financial Inc ADVISOR MANAGED PORTFOLIOS Transaction History

Optimize Financial Inc

  • $128 Billion
  • Q1 2025
Number of Shares
4,729,474
Holding current value
$127 Billion
% of portfolio
99.53%

Shares

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

May 14, 2025
BUY
N/A
4,729,474 New
4,729,474 $127 Billion
Track This Portfolio

Track Optimize Financial Inc Portfolio

Follow Optimize Financial Inc 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 Optimize Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Optimize Financial Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email