OAS
GDEC icon

Optivise Advisory Services’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Optivise Advisory Services’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,728
Closed -$348K – 175
2024
Q2 		$348K Buy
+10,728
New +$341K 0.19% 116

Other funds holding GDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Optivise Advisory Services's GDEC Position: Q3 2024 in Review

Optivise Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q3 2024, closing a stake of 10,728 shares — an estimated $348K sold.

Optivise Advisory Services first reported a position in GDEC in Q2 2024 and held it in 1 quarter. The position peaked at $348K in Q2 2024. 53 funds tracked by Wall St. Rank hold GDEC as of Q3 2024.

  • Optivise Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 10,728 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2024, an estimated $348K.
  • Optivise Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's FT Vest US Equity Moderate Buffer ETF December position peaked at $348K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.