Optivise Advisory Services LLC Tidal ETF Tr Zega Buy & Hedge Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
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 48,419 shares of ZHDG stock, worth $1.05 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
48,419
Previous 44,404
9.04%
Holding current value
$1.05 Million
Previous $860 Million
20.03%
% of portfolio
0.53%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding ZHDG
# of Institutions
17Shares Held
2.47MCall Options Held
0Put Options Held
0-
Zega Financial, LLC Palm Beach Gardens, FL772KShares$16.8 Million2.4% of portfolio
-
Zega Investments, LLC Palm Beach Gardens, FL648KShares$14.1 Million1.88% of portfolio
-
Allen Capital Group, LLC550KShares$12 Million1.23% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX105KShares$2.29 Million0.28% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX96KShares$2.09 Million0.34% of portfolio