Optivise Advisory Services LLC TIDAL ETF TR Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025
Number of Shares
445,017
Previous 316,522 40.6%
Holding current value
$8.36 Billion
Previous $6.05 Billion 38.09%
% of portfolio
4.69%
Previous 3.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
N/A
128,495 Added 40.6%
445,017 $8.36 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
98,272 Added 45.03%
316,522 $6.05 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
218,250 New
218,250 $4.13 Billion
Q2 2024

Nov 14, 2024
SELL
N/A
-4,022 Reduced 1.84%
214,228 $4.31 Billion
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