Kendra Means

@Optivise Advisory Services Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$190.047M

Total holdings164

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Optivise Advisory Services Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Optivise Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 190.047M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Kendra Means, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TFLOIshares Tr Recent Activity New Position	17.88%	$33.973M 671,396 shares@ $50.61 avg price	New Position
AGGIshares Tr Recent Activity New Position	4.07%	$7.729M 76,326 shares@ $101.27 avg price	New Position
QQHNorthern Lts Fd Tr Iii Recent Activity New Position	3.43%	$6.509M 103,229 shares@ $63.06 avg price	New Position
LGHNorthern Lts Fd Tr Iii Recent Activity New Position	3.31%	$6.272M 123,508 shares@ $50.79 avg price	New Position
IVVIshares Tr Recent Activity New Position	3.04%	$5.773M 10,009 shares@ $576.82 avg price	New Position
FALNIshares Tr Recent Activity New Position	2.19%	$4.159M 152,128 shares@ $27.35 avg price	New Position
THTATidal Etf Tr Recent Activity New Position	2.18%	$4.134M 218,250 shares@ $18.95 avg price	New Position
QUALIshares Tr Recent Activity New Position	1.54%	$2.926M 16,317 shares@ $179.31 avg price	New Position
SPYSpdr Sp 500 Etf Tr Recent Activity New Position	1.52%	$2.87M 5,002 shares@ $573.74 avg price	New Position
SPLVInvesco Exch Traded Fd Tr Ii Recent Activity New Position	1.41%	$2.666M 37,164 shares@ $71.74 avg price	New Position