Optivise Advisory Services LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$190M
Signature - Title
Kendra Means - Consultant
Location
Franklin, TN
Summary
This page shows a list of all the recent 13F filings made by Optivise Advisory Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Optivise Advisory Services LLC reported 164 stock holdings with total value $190M as of Q3 2024. Top holdings included TFLO, AGG, QQH, LGH, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 164 $190M +$29.5M -$30M -$523K TFLO, AGG, QQH, LGH, IVV 13F-HR 11/12/2024, 09:28 AM
Q2 2024 179 $185M $0 $0 TFLO, QQH, LGH, IVV, AGG 13F-HR 11/14/2024, 01:06 PM