Optivise Advisory Services LLC

Q2 2026 13F Holdings

Location
Franklin, TN
Holdings as of
6/30/2026
Value ($000)
$196,993
Num holdings
228
Date filed
7/13/2026
Form type
13F-HR
Prev filing
4/15/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type