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Optimizerx Ord shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Optimizerx Ord (OPRX) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Optimizerx Ord

Tip: Access up to 7 years of quarterly data

All positions including Optimizerx Ord held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Optimizerx Ord by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $325k 23k 14.31
2023-09-30 $178k 23k 7.78
2022-06-30 $35k 1.3k 27.20
2022-03-31 $14k 369 37.94
2021-12-31 $21k 338 62.13
2021-09-30 $27k 319 84.64
2021-06-30 $20k 319 62.70
2021-03-31 $15k 300 50.00
2020-12-31 $9.0k 300 30.00

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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Optimizerx Ord

First Light Asset Management
Vanguard Group
Divisadero Street Capital Management
AWM Investment Company
William Blair $ Company
Kennedy Capital Management
G2 Investment Partners Management
D. E. Shaw & Co
Samjo Management
Rice Hall James & Associates
Credit Suisse
Dimensional Fund Advisors
Federated Investors
Citadel Advisors
Millrace Asset

View all funds holding Optimizerx Ord