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Helen Of Troy shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Helen Of Troy

Tip: Access up to 7 years of quarterly data

All positions including Helen Of Troy held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helen Of Troy by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 6.9k 29.07

More positions owned by Optivise Advisory Services

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Conv Etf (CWB)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Optivise Advisory Services

Top funds holding Helen Of Troy

BlackRock
AQR Capital Management
Vanguard Capital Management
Bank of America Corporation
D. E. Shaw & Co
Wellington Management Company
Barclays
Charles Schwab Investment Management
Sixth Street Partners Management Company
Millennium Management
Susquehanna International
Dimensional Fund Advisors
Ameriprise Financial
Pzena Investment Management
Geode Capital Management

View all funds holding Helen Of Troy