Optivise Advisory Services LLC Simplify Exchange Traded Fds S Transaction History

Optivise Advisory Services LLC

$190 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Nov 14, 2024	BUY	$12.14 - $13.33 $162,979 - $178,955	13,425 New	13,425 $174 Million

Others Institutions Holding TYA

# of Institutions

29

Shares Held

6.26M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

3.87M
Shares

$49.1 Million
2.62% of portfolio
Ae Wealth Management LLC

803K
Shares

$10.2 Million
0.1% of portfolio
Wj Interests, LLC Sugar Land, TX

636K
Shares

$8.08 Million
4.38% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

331K
Shares

$4.21 Million
3.8% of portfolio
Stapp Wealth Management, Pllc Olympia, WA

246K
Shares

$3.13 Million
5.5% of portfolio

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Ticker TYA
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