Optivise Advisory Services LLC BLACKROCK ETF TRUST II Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Number of Shares
16,509
Previous 16,389 0.73%
Holding current value
$857 Million
Previous $849 Million 1.0%
% of portfolio
0.44%
Previous 0.48%

Shares

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

Aug 05, 2025
BUY
N/A
120 Added 0.73%
16,509 $857 Million
Q1 2025

Apr 18, 2025
BUY
N/A
5,836 Added 55.3%
16,389 $849 Million
Q4 2024

Feb 13, 2025
BUY
N/A
5,925 Added 128.03%
10,553 $546 Million
Q3 2024

Nov 12, 2024
BUY
N/A
4,628 New
4,628 $240 Million
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