$353 Million is the total value of Optas, LLC's 401 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $37,939,000 | +10.3% | 157,138 | +1.4% | 10.74% | +7.5% |
| VOO | Buy | VANGUARD INDEX FDS | $33,237,000 | +11.9% | 76,131 | +1.1% | 9.41% | +9.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $25,474,000 | +3.6% | 415,697 | +3.1% | 7.21% | +1.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $19,136,000 | +4.0% | 301,033 | +3.5% | 5.42% | +1.3% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $18,310,000 | -9.9% | 331,941 | -7.0% | 5.18% | -12.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $17,450,000 | +6.8% | 6,024 | -1.4% | 4.94% | +4.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $13,783,000 | +8.3% | 4,763 | -0.2% | 3.90% | +5.6% |
| SPY | SPDR S&P 500 ETF TRtr unit | $12,779,000 | +10.7% | 26,906 | 0.0% | 3.62% | +7.9% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $11,731,000 | +0.4% | 138,422 | +1.2% | 3.32% | -2.2% |
| AAPL | Sell | APPLE INC | $10,378,000 | +21.8% | 58,441 | -2.9% | 2.94% | +18.7% |
| SQ | Sell | BLOCK INCcl a | $9,133,000 | -33.4% | 56,545 | -1.1% | 2.59% | -35.1% |
| BYND | Sell | BEYOND MEAT INC | $8,994,000 | -38.1% | 138,037 | -0.1% | 2.55% | -39.7% |
| TWTR | Buy | TWITTER INC | $7,680,000 | -27.8% | 177,713 | +0.9% | 2.18% | -29.6% |
| MSFT | Sell | MICROSOFT CORP | $7,617,000 | +15.4% | 22,646 | -3.2% | 2.16% | +12.5% |
| FB | Sell | META PLATFORMS INCcl a | $5,106,000 | -12.6% | 15,143 | -12.0% | 1.45% | -14.8% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $3,896,000 | +34.8% | 44,327 | +22.8% | 1.10% | +31.3% |
| AMZN | Buy | AMAZON COM INC | $3,155,000 | +2.7% | 946 | +1.2% | 0.89% | 0.0% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $2,868,000 | +28.3% | 46,242 | +27.7% | 0.81% | +24.9% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $2,752,000 | -21.3% | 15,046 | -21.6% | 0.78% | -23.4% |
| EBAY | Sell | EBAY INC. | $2,639,000 | -4.6% | 39,691 | -0.1% | 0.75% | -7.1% |
| PINS | Buy | PINTEREST INCcl a | $2,610,000 | -28.3% | 71,801 | +0.5% | 0.74% | -30.2% |
| XLK | SELECT SECTOR SPDR TRtechnology | $2,446,000 | +16.5% | 14,066 | 0.0% | 0.69% | +13.6% | |
| UNP | Buy | UNION PAC CORP | $2,399,000 | +29.1% | 9,525 | +0.5% | 0.68% | +25.7% |
| NVDA | Buy | NVIDIA CORPORATION | $2,384,000 | +42.8% | 8,109 | +0.6% | 0.68% | +39.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,286,000 | +28.9% | 4,552 | +0.3% | 0.65% | +25.6% |
| JPM | JPMORGAN CHASE & CO | $2,208,000 | -3.2% | 13,941 | 0.0% | 0.62% | -5.7% | |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $2,150,000 | -10.0% | 58,355 | -8.9% | 0.61% | -12.2% |
| AVGO | Buy | BROADCOM INC | $2,101,000 | +37.4% | 3,157 | +0.2% | 0.60% | +34.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,081,000 | +3.5% | 5,792 | +0.1% | 0.59% | +0.9% |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $2,021,000 | +7.5% | 6,304 | 0.0% | 0.57% | +4.8% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,962,000 | +12.4% | 6,056 | 0.0% | 0.56% | +9.7% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,965,000 | -10.3% | 39,043 | -0.3% | 0.56% | -12.6% |
| TXN | TEXAS INSTRS INC | $1,853,000 | -2.0% | 9,837 | 0.0% | 0.52% | -4.4% | |
| EFA | ISHARES TRmsci eafe etf | $1,773,000 | +0.9% | 22,540 | 0.0% | 0.50% | -1.8% | |
| CRM | Buy | SALESFORCE COM INC | $1,472,000 | -6.1% | 5,791 | +0.2% | 0.42% | -8.4% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,350,000 | +6.0% | 24,594 | +5.8% | 0.38% | +3.2% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $1,314,000 | +14.0% | 6,426 | 0.0% | 0.37% | +11.0% | |
| PGR | Sell | PROGRESSIVE CORP | $1,302,000 | +13.5% | 12,685 | -0.0% | 0.37% | +10.8% |
| HD | Buy | HOME DEPOT INC | $1,296,000 | +26.7% | 3,123 | +0.2% | 0.37% | +23.6% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,282,000 | +19.1% | 9,375 | 0.0% | 0.36% | +16.0% | |
| MDT | Sell | MEDTRONIC PLC | $1,249,000 | -17.7% | 12,069 | -0.3% | 0.35% | -19.7% |
| TSLA | Buy | TESLA INC | $1,250,000 | +66.4% | 1,183 | +22.2% | 0.35% | +62.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,197,000 | +6.3% | 7,002 | +0.4% | 0.34% | +3.7% |
| GWW | GRAINGER W W INC | $1,114,000 | +32.1% | 2,147 | 0.0% | 0.32% | +28.6% | |
| AAP | ADVANCE AUTO PARTS INC | $1,107,000 | +14.7% | 4,616 | 0.0% | 0.31% | +11.8% | |
| CI | Sell | CIGNA CORP NEW | $1,107,000 | +14.1% | 4,823 | -0.5% | 0.31% | +11.0% |
| DHR | Sell | DANAHER CORPORATION | $1,097,000 | +7.9% | 3,335 | -0.1% | 0.31% | +5.4% |
| ANET | Buy | ARISTA NETWORKS INC | $1,044,000 | +41.3% | 7,268 | +238.0% | 0.30% | +37.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,041,000 | +39.4% | 2,512 | +7.6% | 0.30% | +35.9% |
| INTU | Sell | INTUIT | $1,027,000 | +3.9% | 1,596 | -12.8% | 0.29% | +1.4% |
| SBUX | Buy | STARBUCKS CORP | $1,009,000 | +7.8% | 8,627 | +1.6% | 0.29% | +5.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $989,000 | +26.6% | 1,742 | +0.3% | 0.28% | +23.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $976,000 | +17.0% | 1,461 | +0.1% | 0.28% | +14.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $961,000 | +58.3% | 32,431 | +62.7% | 0.27% | +54.5% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $944,000 | +15.1% | 1,587 | -0.2% | 0.27% | +12.2% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $939,000 | +20.2% | 10,570 | +0.4% | 0.27% | +17.2% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $932,000 | +7.1% | 4,934 | -0.4% | 0.26% | +4.3% |
| LYFT | Buy | LYFT INC | $929,000 | -16.0% | 21,730 | +5.3% | 0.26% | -18.1% |
| UL | Buy | UNILEVER PLCspon adr new | $920,000 | +3.6% | 17,090 | +4.3% | 0.26% | +1.2% |
| BDX | Buy | BECTON DICKINSON & CO | $912,000 | +2.4% | 3,627 | +0.0% | 0.26% | -0.4% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $909,000 | – | 4,021 | +100.0% | 0.26% | – |
| APTV | Buy | APTIV PLC | $905,000 | +11.0% | 5,480 | +0.2% | 0.26% | +8.0% |
| BAC | BK OF AMERICA CORP | $891,000 | +4.7% | 20,037 | 0.0% | 0.25% | +2.0% | |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $870,000 | +22.7% | 12,032 | +1.3% | 0.25% | +19.4% |
| QCOM | Buy | QUALCOMM INC | $844,000 | +41.6% | 4,620 | +0.1% | 0.24% | +38.2% |
| CL | Buy | COLGATE PALMOLIVE CO | $826,000 | +13.9% | 9,687 | +1.1% | 0.23% | +10.9% |
| CVX | Buy | CHEVRON CORP NEW | $801,000 | +15.8% | 6,821 | +0.0% | 0.23% | +12.9% |
| CSX | CSX CORP | $791,000 | +26.6% | 21,019 | 0.0% | 0.22% | +23.1% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $787,000 | +26.1% | 2,233 | +0.1% | 0.22% | +23.2% |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $756,000 | +10.2% | 4,453 | 0.0% | 0.21% | +7.5% | |
| LIN | Buy | LINDE PLC | $740,000 | +18.0% | 2,135 | +0.0% | 0.21% | +15.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $743,000 | -12.1% | 3,936 | +21.1% | 0.21% | -14.6% |
| GDDY | Buy | GODADDY INCcl a | $734,000 | +55.5% | 8,650 | +27.8% | 0.21% | +51.8% |
| ABC | AMERISOURCEBERGEN CORP | $726,000 | +11.2% | 5,461 | 0.0% | 0.21% | +8.4% | |
| TJX | Buy | TJX COS INC NEW | $724,000 | +15.8% | 9,542 | +0.8% | 0.20% | +12.6% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $698,000 | +7.7% | 9,466 | +0.4% | 0.20% | +5.3% |
| DISCA | Buy | DISCOVERY INC | $690,000 | +71.6% | 29,311 | +85.0% | 0.20% | +66.7% |
| ORCL | Buy | ORACLE CORP | $669,000 | +0.8% | 7,668 | +0.6% | 0.19% | -2.1% |
| URI | Sell | UNITED RENTALS INC | $659,000 | -21.8% | 1,983 | -17.4% | 0.19% | -23.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $620,000 | +40.6% | 4,305 | +0.3% | 0.18% | +37.5% |
| AXP | AMERICAN EXPRESS CO | $623,000 | -2.5% | 3,814 | 0.0% | 0.18% | -5.4% | |
| PG | Buy | PROCTER AND GAMBLE CO | $617,000 | +17.7% | 3,776 | +0.7% | 0.18% | +15.1% |
| PEP | Buy | PEPSICO INC | $612,000 | +16.8% | 3,518 | +0.9% | 0.17% | +13.8% |
| NFLX | Buy | NETFLIX INC | $596,000 | +1.5% | 988 | +2.7% | 0.17% | -1.2% |
| HON | Sell | HONEYWELL INTL INC | $597,000 | -2.9% | 2,862 | -1.3% | 0.17% | -5.6% |
| VHT | VANGUARD WORLD FDShealth car etf | $594,000 | +7.8% | 2,230 | 0.0% | 0.17% | +5.0% | |
| Sell | GENERAL ELECTRIC CO | $592,000 | -9.3% | 6,263 | -1.1% | 0.17% | -11.6% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $585,000 | -3.1% | 1,032 | -1.6% | 0.17% | -5.1% |
| DIS | Buy | DISNEY WALT CO | $573,000 | -7.1% | 3,703 | +1.6% | 0.16% | -9.5% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $567,000 | +11.6% | 2,835 | 0.0% | 0.16% | +8.8% | |
| CSGP | Buy | COSTAR GROUP INC | $565,000 | +26.7% | 7,143 | +37.9% | 0.16% | +23.1% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $548,000 | +47.3% | 6,295 | +39.4% | 0.16% | +43.5% |
| V | Buy | VISA INC | $530,000 | -0.9% | 2,444 | +1.7% | 0.15% | -3.2% |
| ASML | Buy | ASML HOLDING N V | $523,000 | +8.7% | 656 | +1.5% | 0.15% | +5.7% |
| NOW | Buy | SERVICENOW INC | $519,000 | +5.5% | 800 | +1.1% | 0.15% | +2.8% |
| PFE | Buy | PFIZER INC | $502,000 | +38.7% | 8,495 | +0.8% | 0.14% | +35.2% |
| INTC | Sell | INTEL CORP | $497,000 | -8.5% | 9,641 | -5.5% | 0.14% | -10.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $486,000 | +11.0% | 1,659 | +0.5% | 0.14% | +8.7% |
| UBER | Buy | UBER TECHNOLOGIES INC | $485,000 | -4.9% | 11,573 | +1.6% | 0.14% | -7.4% |
| FISV | Sell | FISERV INC | $469,000 | -5.6% | 4,517 | -1.3% | 0.13% | -7.6% |
| NKE | Buy | NIKE INCcl b | $465,000 | +15.4% | 2,784 | +0.3% | 0.13% | +12.8% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $457,000 | +11.7% | 2,662 | 0.0% | 0.13% | +8.4% | |
| TEL | TE CONNECTIVITY LTD | $438,000 | +17.7% | 2,711 | 0.0% | 0.12% | +14.8% | |
| ZS | Buy | ZSCALER INC | $421,000 | +23.5% | 1,308 | +0.6% | 0.12% | +20.2% |
| WFC | Sell | WELLS FARGO CO NEW | $414,000 | -29.0% | 8,630 | -31.3% | 0.12% | -30.8% |
| PNC | PNC FINL SVCS GROUP INC | $411,000 | +2.5% | 2,051 | 0.0% | 0.12% | -0.9% | |
| ADSK | Buy | AUTODESK INC | $408,000 | -0.5% | 1,449 | +0.6% | 0.12% | -2.5% |
| EEM | ISHARES TRmsci emg mkt etf | $403,000 | -3.1% | 8,256 | 0.0% | 0.11% | -5.8% | |
| PAYX | Buy | PAYCHEX INC | $385,000 | +23.4% | 2,817 | +1.6% | 0.11% | +19.8% |
| NEE | Buy | NEXTERA ENERGY INC | $363,000 | +19.4% | 3,885 | +0.5% | 0.10% | +17.0% |
| TGT | Sell | TARGET CORP | $365,000 | +1.1% | 1,578 | -0.1% | 0.10% | -1.9% |
| ABBV | Buy | ABBVIE INC | $363,000 | +30.6% | 2,679 | +4.2% | 0.10% | +27.2% |
| IWR | ISHARES TRrus mid cap etf | $361,000 | +6.2% | 4,345 | 0.0% | 0.10% | +3.0% | |
| ABT | Buy | ABBOTT LABS | $351,000 | +19.0% | 2,498 | +0.2% | 0.10% | +15.1% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $345,000 | +15.0% | 7,838 | -0.1% | 0.10% | +12.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $327,000 | +18.1% | 2,723 | +9.4% | 0.09% | +16.2% |
| GGG | GRACO INC | $288,000 | +15.7% | 3,569 | 0.0% | 0.08% | +13.9% | |
| MCD | Buy | MCDONALDS CORP | $288,000 | +12.5% | 1,076 | +1.2% | 0.08% | +10.8% |
| DEO | Buy | DIAGEO PLCspon adr new | $286,000 | +14.9% | 1,298 | +0.6% | 0.08% | +12.5% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $279,000 | -7.6% | 2,080 | -8.0% | 0.08% | -10.2% |
| QLYS | QUALYS INC | $274,000 | +22.9% | 2,000 | 0.0% | 0.08% | +20.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $275,000 | -4.5% | 1,290 | -1.6% | 0.08% | -7.1% |
| ANSS | Buy | ANSYS INC | $274,000 | +20.2% | 685 | +2.5% | 0.08% | +18.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $265,000 | +10.9% | 1,451 | +0.9% | 0.08% | +8.7% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $266,000 | +9.9% | 888 | 0.0% | 0.08% | +7.1% | |
| LOW | LOWES COS INC | $255,000 | +27.5% | 985 | 0.0% | 0.07% | +24.1% | |
| OEF | ISHARES TRs&p 100 etf | $243,000 | +11.0% | 1,110 | 0.0% | 0.07% | +7.8% | |
| KO | Buy | COCA COLA CO | $243,000 | +14.6% | 4,098 | +1.6% | 0.07% | +11.3% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $245,000 | +16.7% | 1,408 | +1.4% | 0.07% | +13.1% |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $239,000 | – | 1,890 | +100.0% | 0.07% | – |
| ITOT | ISHARES TRcore s&p ttl stk | $236,000 | +8.8% | 2,202 | 0.0% | 0.07% | +6.3% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $233,000 | +14.2% | 2,009 | 0.0% | 0.07% | +11.9% | |
| VPU | VANGUARD WORLD FDSutilities etf | $231,000 | +12.7% | 1,476 | 0.0% | 0.06% | +8.3% | |
| AA | New | ALCOA CORP | $225,000 | – | 3,779 | +100.0% | 0.06% | – |
| CRH | Sell | CRH PLCadr | $220,000 | +8.9% | 4,168 | -3.7% | 0.06% | +5.1% |
| MMM | Buy | 3M CO | $215,000 | +5.4% | 1,206 | +3.2% | 0.06% | +3.4% |
| WMT | Buy | WALMART INC | $213,000 | +3.9% | 1,477 | +0.7% | 0.06% | 0.0% |
| FAST | New | FASTENAL CO | $209,000 | – | 3,267 | +100.0% | 0.06% | – |
| MU | New | MICRON TECHNOLOGY INC | $207,000 | – | 2,218 | +100.0% | 0.06% | – |
| SWX | New | SOUTHWEST GAS HLDGS INC | $205,000 | – | 2,929 | +100.0% | 0.06% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $200,000 | – | 3,205 | +100.0% | 0.06% | – |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $201,000 | +0.5% | 5,180 | 0.0% | 0.06% | -1.7% | |
| AZN | New | ASTRAZENECA PLCsponsored adr | $200,000 | – | 3,423 | +100.0% | 0.06% | – |
| ICL | ICL GROUP LTD | $184,000 | +32.4% | 19,066 | 0.0% | 0.05% | +30.0% | |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $138,000 | -8.0% | 25,286 | 0.0% | 0.04% | -11.4% | |
| TEF | Buy | TELEFONICA S Asponsored adr | $107,000 | +0.9% | 25,220 | +11.7% | 0.03% | -3.2% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $91,000 | +26.4% | 35,629 | +21.0% | 0.03% | +23.8% |
| SMFG | Sell | SUMITOMO MITSUI FINL GROUP Isponsored adr | $81,000 | -6.9% | 11,870 | -3.8% | 0.02% | -8.0% |
| NOK | NOKIA CORPsponsored adr | $66,000 | +13.8% | 10,537 | 0.0% | 0.02% | +11.8% | |
| SAN | Sell | BANCO SANTANDER S.A.adr | $53,000 | -19.7% | 16,211 | -10.9% | 0.02% | -21.1% |
| MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $50,000 | – | 19,435 | +100.0% | 0.01% | – |
| NMR | New | NOMURA HLDGS INCsponsored adr | $51,000 | – | 11,820 | +100.0% | 0.01% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -3,642 | -100.0% | -0.06% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -801 | -100.0% | -0.07% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -1,952 | -100.0% | -0.07% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -2,746 | -100.0% | -0.07% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -3,284 | -100.0% | -0.08% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,833 | -100.0% | -0.11% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -970 | -100.0% | -0.11% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 13.6% |
| VANGUARD STAR FDS | 16 | Q3 2023 | 12.9% |
| BEYOND MEAT INC | 16 | Q3 2023 | 17.0% |
| ALPHABET INC | 16 | Q3 2023 | 5.5% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 4.2% |
| ALPHABET INC | 16 | Q3 2023 | 4.4% |
| APPLE INC | 16 | Q3 2023 | 4.1% |
| SQUARE INC | 16 | Q3 2023 | 4.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.9% |
| AMAZON COM INC | 16 | Q3 2023 | 1.7% |
View Optas, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-26 |
View Optas, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.