Optivise Advisory Services LLC Wisdomtree Tr Efficient Gold P Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,257 shares of GDE stock, worth $389,185. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,257Holding current value
$389,185% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding GDE
# of Institutions
32Shares Held
5.41MCall Options Held
0Put Options Held
0-
Mainstay Capital Management LLC3.39MShares$211 Million8.05% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO667KShares$41.5 Million4.75% of portfolio
-
Churchill Management Corp218KShares$13.6 Million0.11% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA164KShares$10.2 Million0.19% of portfolio
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Cwm, LLC162KShares$10.1 Million0.03% of portfolio