Optivise Advisory Services LLC's ownership history for SPY

Optivise Advisory Services LLC currently holds 5.8K shares with a market value of $3.9M. It started holding SPY on 2024-06-30. At its peak, it held 8.4K shares on 2024-06-30. Its highest holding value was $4.7M on 2025-06-30. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, Optivise Advisory Services LLC has decreased its shares by 1.8K. In the recent year, Optivise Advisory Services LLC has increased its shares by 459.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $34.3K on 2025-03-31. At its peak, it held 2 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $34.3K on 2025-03-31. At its lowest, it held 2 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $34.3K on 2025-03-31.