Optimize Financial Inc OPTZ Holdings History
Optimize Financial Inc's Optimize Strategy Index ETF Holding Summary
As of 2025-03-31, Optimize Financial Inc held 4.73 Mil shares of Optimize Strategy Index ETF(OPTZ), totaling $127.25 Mil. This investment constitutes 47.88% of their stock portfolio, and Optimize Financial Inc now holds 84.45% of the outstanding Optimize Strategy Index ETF(OPTZ) stock.
The initial trade took place in 2025Q1. And since then Optimize Financial Inc has made 1 purchases of OPTZ, at an average price of $29.18, for a total of 4.73 Mil shares. Based on historical transaction data and OPTZ's current price of $31.73, Optimize Financial Inc's estimated gain on his OPTZ holdings is $12.08 Mil, reflecting a 8.75% gain to date.
Optimize Financial Inc OPTZ ($31.73) Holding Chart
Optimize Financial Inc OPTZ ($31.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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