A detailed history of Optivise Advisory Services LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Optivise Advisory Services LLC holds 40,698 shares of CTA stock, worth $1.09 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
40,698
Holding current value
$1.09 Million
% of portfolio
0.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$25.73 - $27.07 $1.05 Million - $1.1 Million
40,698 New
40,698 $1.06 Billion
Q2 2024

Nov 14, 2024

SELL
$25.27 - $28.23 $261,493 - $292,124
-10,348 Reduced 25.43%
30,350 $817 Million

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.