Optimum Investment Advisors Innovator U.S. Equity Power Bu Transaction History
Optimum Investment Advisors
- $244 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding PMAR
# of Institutions
205Shares Held
11.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.67MShares$73 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA1.39MShares$60.7 Million0.82% of portfolio
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Southland Equity Partners LLC Wildwood, MO724KShares$31.7 Million6.43% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ692KShares$30.3 Million0.06% of portfolio
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Commonwealth Equity Services, LLC381KShares$16.7 Million0.02% of portfolio