Optimize Financial Inc ITRI Holdings History
Number of Shares
17,570.00
Current Holdings Value*
$1.84 Mil
% of Portfolio
0.69%
Total Estimate Gain
$434,640.06
% of Total Estimate Gain
22.16%
Optimize Financial Inc's Itron Inc Holding Summary
As of 2025-03-31, Optimize Financial Inc held 17,570.00 shares of Itron Inc(ITRI), totaling $1.84 Mil. This investment constitutes 0.69% of their stock portfolio, and Optimize Financial Inc now holds 0.04% of the outstanding Itron Inc(ITRI) stock.
The initial trade took place in 2024Q4. And since then Optimize Financial Inc has made 1 purchases of ITRI, at an average price of $111.65, for a total of 17,570.00 shares. Based on historical transaction data and ITRI's current price of $136.39, Optimize Financial Inc's estimated gain on his ITRI holdings is $434,640.06, reflecting a 22.16% gain to date.
Optimize Financial Inc ITRI ($136.39) Holding Chart
Optimize Financial Inc ITRI ($136.39) 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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