Optivise Advisory Services LLC

Q1 2026 13F Holdings

Location
Franklin, TN
Holdings as of
3/31/2026
Value ($000)
$165,175
Num holdings
183
Date filed
4/15/2026
Form type
13F-HR
Prev filing
1/12/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type