Optimum Investment Advisors Asset Management

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.11 Million 0.49% of portfolio
135,490
Q3 2024 Reduced 6.36%
$0
$1.01 Million 0.45% of portfolio
237,104
Q3 2024 Reduced 3.06%
$0
$676,000 0.3% of portfolio
33,200
Q2 2024 Added 13.7%
$0
$449,000 0.2% of portfolio
49,700
Q3 2024 Reduced 11.57%
$0
$383,000 0.17% of portfolio
18,299
Q3 2023 Added 27.97%
$0
$376,000 0.17% of portfolio
18,600
Q2 2024 Added 5.68%
$121B
$352,000 0.15% of portfolio
2,300
Q3 2024 Reduced 14.81%
$0
$339,000 0.15% of portfolio
17,325
Q3 2024 Added 24.64%
$0
$333,000 0.15% of portfolio
28,801
Q4 2023 Added 11.63%
$0
$329,000 0.14% of portfolio
22,900
Q1 2024 Added 1.33%
$0
$148,000 0.07% of portfolio
11,427
Q2 2024 Reduced 11.6%
$0
$87,000 0.04% of portfolio
6,686
Q3 2024 Reduced 10.09%
$0
$73,000 0.03% of portfolio
26,996
Q2 2024 Reduced 50.0%
$0
$57,000 0.03% of portfolio
6,552
Q2 2024 Reduced 36.71%
$0
$45,000 0.02% of portfolio
3,250
Q4 2021 Reduced 48.0%
$62.7B
$43,000 0.02% of portfolio
600
Q4 2023 Reduced 80.0%
$0
$29,000 0.01% of portfolio
1,560
Q2 2024 Reduced 8.24%
$7.88B
$28,000 0.01% of portfolio
1,600
Q3 2024 Reduced 54.29%
$21.4B
$26,000 0.01% of portfolio
290
Q3 2024 Added 0.35%
$4.24B
$25,000 0.01% of portfolio
500
Q3 2024 Reduced 50.0%
$0
$25,000 0.01% of portfolio
1,350
Q2 2024 Added 285.71%
$0
$22,000 0.01% of portfolio
1,000
Q2 2024 New
$0
$15,000 0.01% of portfolio
1,300
Q3 2024 New
$0
$15,000 0.01% of portfolio
1,300
Q1 2018 New
$0
$14,000 0.01% of portfolio
1,000
Q1 2020 Reduced 80.0%
$0
$14,000 0.01% of portfolio
1,100
Q3 2024 Reduced 41.36%
$0
$14,000 0.01% of portfolio
2,500
Q3 2024 New
$0
$13,000 0.01% of portfolio
1,594
Q3 2024 Reduced 20.3%
$0
$13,000 0.01% of portfolio
1,000
Q1 2019 New
$155B
$9,000 0.0% of portfolio
10
Q3 2024 New
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