Optimum Investment Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Institutions by Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8k 200 18.82