Optivise Advisory Services LLC ISHARES BITCOIN TRUST ETF Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Number of Shares
7,480
Previous 7,503 0.31%
Holding current value
$458 Million
Previous $351 Million 30.36%
% of portfolio
0.23%
Previous 0.2%

Shares

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

Aug 05, 2025
SELL
N/A
-23 Reduced 0.31%
7,480 $458 Million
Q1 2025

Apr 18, 2025
SELL
N/A
-1,593 Reduced 17.51%
7,503 $351 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-772 Reduced 7.82%
9,096 $483 Million
Q3 2024

Nov 12, 2024
BUY
N/A
9,868 New
9,868 $357 Million
Q2 2024

Nov 14, 2024
SELL
N/A
-336 Reduced 3.4%
9,532 $325 Million
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