Optimize Financial Inc's ownership history for BKD

Optimize Financial Inc currently holds 23.7K shares with a market value of $200.5K. It started holding BKD on 2024-12-31. At its peak, it held 24.1K shares on 2025-06-30. Its highest holding value was $200.5K on 2025-09-30. At its lowest, it held 22.4K shares on 2024-12-31, with a value of $112.6K on 2024-12-31. In the recent 180 days, Optimize Financial Inc has increased its shares by 1.3K.