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Financial Institutions shares owned by Optimum Investment Advisors

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Optimum Investment Advisors from 13F filings

Historical chart of Optimum Investment Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1k 200 25.47
2024-06-30 $3.9k 200 19.32
2024-03-31 $3.8k 200 18.82