List of top 200 securities held by Optivise Advisory Services LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-18 14:44:54
Total Holdings: 184
Assets Under Management (AUM) :
$135,237,360 ($135.24M)
Reporting Manager: Desaree Tatum
Address:
109 HOLIDAY COURT
SUITE A6
FRANKLIN, TN 37067
Since : total money flow = , gains and losses =
×