Optivise Advisory Services LLC

Q4 2025 13F Holdings

Location
Franklin, TN
Holdings as of
12/31/2025
Value ($000)
$173,475
Num holdings
199
Date filed
1/12/2026
Form type
13F-HR
Prev filing
10/17/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type