Optimize Financial Inc ONESTREAM INC Transaction History

Optimize Financial Inc

  • $163 Billion
  • Q2 2025
Number of Shares
15,971
Previous 16,085 0.71%
Holding current value
$452 Million
Previous $343 Million 31.67%
% of portfolio
0.28%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-114 Reduced 0.71%
15,971 $452 Million
Q1 2025

May 16, 2025
BUY
N/A
16,085 New
16,085 $343 Million
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