Optimist Retirement Group LLC's ownership history for UPBD

Optimist Retirement Group LLC currently holds 10.9K shares with a market value of $257.8K. It started holding UPBD on 2024-09-30. At its peak, it held 10.9K shares on 2025-09-30. Its highest holding value was $257.8K on 2025-09-30. At its lowest, it held 7.1K shares on 2024-09-30, with a value of $221.8K on 2025-03-31. In the recent 180 days, Optimist Retirement Group LLC has increased its shares by 1.7K. In the recent year, Optimist Retirement Group LLC has increased its shares by 3.8K.