Optivise Advisory Services LLC Spdr Portfolio Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optivise Advisory Services LLC holds 18,177 shares of SPYG stock, worth $1.49 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
18,177
Previous 20,582 11.68%
Holding current value
$1.49 Million
Previous $1.81 Billion 19.25%
% of portfolio
0.82%
Previous 0.97%

Shares

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

Apr 18, 2025
SELL
$80.05 - $92.39 $192,520 - $222,197
-2,405 Reduced 11.68%
18,177 $1.46 Billion
Q4 2024

Feb 13, 2025
SELL
$81.74 - $91.38 $103,401 - $115,595
-1,265 Reduced 5.79%
20,582 $1.81 Billion
Q3 2024

Nov 12, 2024
BUY
$73.38 - $84.1 $1.6 Million - $1.84 Million
21,847 New
21,847 $1.81 Billion
Q2 2024

Nov 14, 2024
BUY
$68.71 - $80.95 $28,583 - $33,675
416 Added 1.9%
22,263 $1.78 Billion

Others Institutions Holding SPYG

# of Institutions
1,219
Shares Held
327M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email