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Optimize Financial’s UL Solutions ULS Stock Holding History

Optimize Financial’s Portfolio ULS Stock Details ULS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$299K Sell
4,102
-28
-0.7% -$2.04K 0.18% 160
2025
Q1 		$233K Buy
+4,130
New +$233K 0.17% 159