Optivise Advisory Services LLC Options Holdings

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$34.3 Million
200
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $178 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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