Optivise Advisory Services LLC
13F Portfolio Filings
Most recent 13F
Q3 2024
Location
Franklin, TN
CIK
0002042876
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2024
164
190,046
TFLO, AGG, QQH, LGH
13F-HR
11/12/2024
000204287624000001
Q2 2024
179
185,219
TFLO, QQH, LGH, IVV
13F-HR
11/14/2024
000204287624000002