Optivise Advisory Services LLC PGIM ETF TR Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Number of Shares
13,301
Previous 12,644 5.2%
Holding current value
$684 Million
Previous $649 Million 5.48%
% of portfolio
0.35%
Previous 0.36%

Shares

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

Aug 05, 2025
BUY
N/A
657 Added 5.2%
13,301 $684 Million
Q1 2025

Apr 18, 2025
BUY
N/A
8,582 Added 211.28%
12,644 $649 Million
Q4 2024

Feb 13, 2025
BUY
N/A
4,062 New
4,062 $208 Million
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