Optimize Financial Inc's ownership history for HLI

Optimize Financial Inc currently holds 2.3K shares with a market value of $404.5K. It started holding HLI on 2025-09-30. At its peak, it held 2.3K shares on 2025-12-31. Its highest holding value was $470.2K on 2025-09-30. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $404.5K on 2025-12-31.