Optivise Advisory Services LLC Simplify Exch Traded Fds Simpl Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
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
40,698Holding current value
$1.09 Million% of portfolio
0.56%Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
90Shares Held
5.06MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$18.6 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC488KShares$13 Million0.15% of portfolio
-
Envestnet Asset Management Inc361KShares$9.65 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$8.86 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.73 Million5.85% of portfolio