Optivise Advisory Services LLC Simplify Exch Traded Fds Simpl Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

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 61,232 shares of CTA stock, worth $1.72 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
61,232
Previous 40,041 52.92%
Holding current value
$1.72 Million
Previous $1.12 Billion 62.3%
% of portfolio
1.02%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$27.81 - $30.21 $589,321 - $640,180
21,191 Added 52.92%
61,232 $1.81 Billion
Q4 2024

Feb 13, 2025
SELL
$25.8 - $28.97 $16,950 - $19,033
-657 Reduced 1.61%
40,041 $1.12 Billion
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

# of Institutions
139
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
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More about CTA
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