Optivise Advisory Services LLC Tidal ETF Tr Zega Buy & Hedge Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Tidal ETF Tr Zega Buy & Hedge stock. As of the latest transaction made, Optivise Advisory Services LLC holds 85,434 shares of ZHDG stock, worth $1.76 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
85,434
Previous 95,220
10.28%
Holding current value
$1.76 Million
Previous $1.95 Billion
11.14%
% of portfolio
0.93%
Previous 1.03%
Shares
3 transactions
Others Institutions Holding ZHDG
# of Institutions
13Shares Held
2.59MCall Options Held
0Put Options Held
0-
Zega Investments, LLC Palm Beach Gardens, FL778KShares$16 Million4.08% of portfolio
-
Zega Financial, LLC Palm Beach Gardens, FL772KShares$15.9 Million2.4% of portfolio
-
Allen Capital Group, LLC482KShares$9.92 Million1.18% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX123KShares$2.53 Million0.35% of portfolio
-
Blue Path Capital Management, LLC Atlanta, GA114KShares$2.34 Million1.23% of portfolio