Optimize Financial Inc FIDELIS INSURANCE HOLDINGS LTD COM Transaction History

Optimize Financial Inc

  • $192 Billion
  • Q3 2025
Number of Shares
25,916
Previous 24,572 5.47%
Holding current value
$470 Million
Previous $407 Million 15.46%
% of portfolio
0.24%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
1,344 Added 5.47%
25,916 $470 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-176 Reduced 0.71%
24,572 $407 Million
Q1 2025

May 16, 2025
BUY
N/A
24,748 New
24,748 $401 Million
Q4 2024

Feb 13, 2025
BUY
N/A
17,609 New
17,609 $319 Million
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