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At&t shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of At&t (T) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 12k 28.24
2025-06-30 $221k 7.6k 28.94
2025-03-31 $202k 7.1k 28.28

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding At&t

Vanguard Group
BlackRock
State Street Corporation
Newport Trust
Geode Capital Management
Morgan Stanley
GQG Partners
Jpmorgan Chase & Co
Bank of New York Mellon
Northern Trust
Capital Research Global Investors
Invesco
Ameriprise Financial
Dimensional Fund Advisors
Charles Schwab Investment Management

View all funds holding At&t