Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EUFN
Ishares Msci Europe Financials

ETFs
Q2 2022 Filed on Jul 12, 2022
377
$15.57 - $19.14 $5.87K - $7.22K
SNDR
Schneider National, Inc.

Industrials
Q2 2022 Filed on Jul 12, 2022
225
$21.21 - $25.02 $4.77K - $5.63K
FEMS
First Trust Emerging Markets S

ETFs
Q2 2022 Filed on Jul 12, 2022
221
$34.74 - $42.01 $7.68K - $9.28K
PTC
Ptc Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
1,700
$101.51 - $122.98 $173K - $209K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q1 2022 Filed on Apr 08, 2022
20,000
$2.94 - $3.5 $58.8K - $70K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2022 Filed on Apr 08, 2022
2,200
$55.42 - $68.99 $122K - $152K
HTGC
Hercules Capital, Inc.

Financial Services
Q1 2022 Filed on Apr 08, 2022
1,100
$16.56 - $18.23 $18.2K - $20.1K
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2022 Filed on Apr 08, 2022
157
$46.56 - $52.2 $7.31K - $8.2K
Xilinx Inc
Q1 2022 Filed on Apr 08, 2022
1,074
N/A
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on Apr 08, 2022
2,432
$101.96 - $128.34 $248K - $312K
NICE
Nice Ltd.

Technology
Q1 2022 Filed on Apr 08, 2022
100
$202.74 - $295.34 $20.3K - $29.5K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2022 Filed on Apr 08, 2022
4,400
$7.88 - $9.73 $34.7K - $42.8K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on Apr 08, 2022
201
$54.28 - $58.95 $10.9K - $11.8K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q1 2022 Filed on Apr 08, 2022
200
$106.27 - $122.54 $21.3K - $24.5K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2022 Filed on Apr 08, 2022
600
$27.54 - $29.46 $16.5K - $17.7K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on Apr 08, 2022
500
$41.74 - $45.45 $20.9K - $22.7K
AA
Alcoa Corp

Basic Materials
Q1 2022 Filed on Apr 08, 2022
39
$56.21 - $95.06 $2.19K - $3.71K
ICHR
Ichor Holdings, Ltd.

Technology
Q1 2022 Filed on Apr 08, 2022
600
$31.9 - $48.8 $19.1K - $29.3K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q1 2022 Filed on Apr 08, 2022
2,000
$10.68 - $12.17 $21.4K - $24.3K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
Q1 2022 Filed on Apr 08, 2022
2,500
$50.74 - $55.63 $127K - $139K
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on Apr 08, 2022
500
$5.7 - $9.3 $2.85K - $4.65K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 08, 2022
52
$126.23 - $160.32 $6.56K - $8.34K
FIVN
Five9, Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
1,000
$83.12 - $138.95 $83.1K - $139K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on Apr 08, 2022
12,600
$29.62 - $30.41 $373K - $383K
INMD
In Mode Ltd.

Healthcare
Q1 2022 Filed on Apr 08, 2022
1,500
$34.38 - $65.77 $51.6K - $98.7K
Monmouth Real Estate Invt CO
Q1 2022 Filed on Apr 08, 2022
3,000
N/A
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q1 2022 Filed on Apr 08, 2022
200
$61.84 - $78.2 $12.4K - $15.6K
MEI
Methode Electronics Inc

Technology
Q1 2022 Filed on Apr 08, 2022
475
$41.72 - $49.01 $19.8K - $23.3K
LITE
Lumentum Holdings Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
325
$85.01 - $107.61 $27.6K - $35K
VICR
Vicor Corp

Technology
Q1 2022 Filed on Apr 08, 2022
500
$61.77 - $126.18 $30.9K - $63.1K
DOYU
Dou Yu International Holdings LTD

Communication Services
Q1 2022 Filed on Apr 08, 2022
100
$1.31 - $2.65 $131 - $265
Fiduciary Claymore Engry Inf
Q1 2022 Filed on Apr 08, 2022
60
N/A
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on Apr 08, 2022
1,700
$16.21 - $33.07 $27.6K - $56.2K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2022 Filed on Apr 08, 2022
525
$255.51 - $362.11 $134K - $190K
COPX
Global X Copper Miners ETF

ETFs
Q1 2022 Filed on Apr 08, 2022
300
$36.71 - $46.47 $11K - $13.9K
ARES
Ares Management Corp

Financial Services
Q1 2022 Filed on Apr 08, 2022
2,500
$66.37 - $82.71 $166K - $207K
MCS
Marcus Corp

Communication Services
Q1 2022 Filed on Apr 08, 2022
1,000
$16.12 - $18.85 $16.1K - $18.9K
ISCG
Ishares Morningstar Small Cap

ETFs
Q1 2022 Filed on Apr 08, 2022
1,200
$40.3 - $50.07 $48.4K - $60.1K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2022 Filed on Apr 08, 2022
450
$89.69 - $98.7 $40.4K - $44.4K
CRNC
Cerence Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
625
$29.9 - $82.92 $18.7K - $51.8K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2022 Filed on Apr 08, 2022
25
$130.45 - $155.14 $3.26K - $3.88K
CHNG
Change Healthcare Inc.
Q1 2022 Filed on Apr 08, 2022
176
$19.1 - $22.24 $3.36K - $3.91K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 08, 2022
300
$190.9 - $229.85 $57.3K - $69K
BATT
Amplify Lithium & Battery Tech

ETFs
Q1 2022 Filed on Apr 08, 2022
700
$14.63 - $18.3 $10.2K - $12.8K
Bridgetown 2 Holdings LTD
Q1 2022 Filed on Apr 08, 2022
500
N/A
PAVM
Pa Vmed Inc.

Healthcare
Q1 2022 Filed on Apr 08, 2022
500
$1.16 - $2.5 $580 - $1.25K
FCEL
Fuelcell Energy Inc

Industrials
Q1 2022 Filed on Apr 08, 2022
200
$3.56 - $6.94 $712 - $1.39K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q1 2022 Filed on Apr 08, 2022
1,490
$23.58 - $27.96 $35.1K - $41.7K
OWL
Blue Owl Capital Inc.

Financial Services
Q1 2022 Filed on Apr 08, 2022
100
$11.2 - $14.78 $1.12K - $1.48K
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