Optimist Retirement Group LLC's ownership history for APAM


Optimist Retirement Group LLC currently holds 20.7K shares with a market value of $841.8K. It started holding APAM on 2024-09-30. At its peak, it held 50.6K shares on 2025-09-30. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 10.0K shares on 2024-12-31, with a value of $392.6K on 2025-03-31. In the recent 180 days, Optimist Retirement Group LLC has increased its shares by 10.6K. In the recent year, Optimist Retirement Group LLC has increased its shares by 10.6K.


Optimist Retirement Group LLC's ownership history for APAM