Optivise Advisory Services LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
59Shares Held
11.5MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$108 Million6.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$26.2 Million0.05% of portfolio
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Stadion Money Management, LLC Watkinsville, GA659KShares$13.7 Million1.12% of portfolio
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Lpl Financial LLC Fort Mill, SC498KShares$10.4 Million0.0% of portfolio
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Great Diamond Partners, LLC421KShares$8.78 Million1.9% of portfolio