Optivise Advisory Services LLC J P Morgan Exchange Traded Fd Transaction History

Optivise Advisory Services LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$51.14 - $57.0 $172,495 - $192,261	-3,373 Reduced 48.65%	3,560 $202 Million
Q1 2025 Apr 18, 2025	SELL	$56.17 - $59.71 $165,757 - $176,204	-2,951 Reduced 29.86%	6,933 $396 Million
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $297,372 - $314,430	5,169 Added 109.63%	9,884 $569 Million
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $259,230 - $280,589	4,715 New	4,715 $281 Million

1,398

346M

839K

634K

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