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Optivise Advisory Services’s Dave Inc DAVE Stock Holding History

Optivise Advisory Services’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,148
Closed -$229K – 205
2025
Q3 		$229K Buy
+1,148
New +$248K 0.14% 165

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WCA
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DSCM
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DCM
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Optivise Advisory Services's DAVE Position: Q4 2025 in Review

Optivise Advisory Services sold out of Dave Inc (DAVE) in Q4 2025, closing a stake of 1,148 shares — an estimated $229K sold.

Optivise Advisory Services first reported a position in DAVE in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 291 funds tracked by Wall St. Rank hold DAVE as of Q4 2025.

  • Optivise Advisory Services reported no remaining Dave Inc position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 1,148 Dave Inc shares in Q4 2025, an estimated $229K.
  • Optivise Advisory Services first reported a position in Dave Inc in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Dave Inc position peaked at $229K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held Dave Inc as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.