Optimum Investment Advisors Renaissance Cap Greenwich Fds Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 21, 2021	SELL	$50.68 - $69.79 $65,884 - $90,727	-1,300 Closed	0 $0
Q3 2020 Oct 06, 2020	BUY	$40.84 - $52.28 $53,092 - $67,964	1,300 New	1,300 $68,000

Others Institutions Holding IPO

# of Institutions

70

Shares Held

1.17M

Call Options Held

29.7K

Put Options Held

4.4K

Main Management ETF Advisors, LLC San Francisco, CA

366K
Shares

$16.8 Million
0.74% of portfolio
Tradition Wealth Management, LLC

132K
Shares

$6.07 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.32 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

67.6K
Shares

$3.1 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

65.6K
Shares

$3.01 Million
2.04% of portfolio

About RENAISSANCE CAP GREENWICH FDS

Ticker IPO
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