Optivise Advisory Services LLC EA SERIES TRUST Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Number of Shares
32,564
Previous 21,183 53.73%
Holding current value
$3.67 Billion
Previous $2.36 Billion 55.36%
% of portfolio
1.87%
Previous 1.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
11,381 Added 53.73%
32,564 $3.67 Billion
Q1 2025

Apr 18, 2025
SELL
N/A
-2,263 Reduced 9.65%
21,183 $2.36 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
474 Added 2.06%
23,446 $2.59 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
22,972 New
22,972 $2.5 Billion
Q2 2024

Nov 14, 2024
SELL
N/A
-483 Reduced 2.1%
22,489 $2.42 Billion
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