Optimize Financial Inc's ownership history for EXPI

Optimize Financial Inc currently holds 18.1K shares with a market value of $108.3K. It started holding EXPI on 2024-12-31. At its peak, it held 18.1K shares on 2026-03-31. Its highest holding value was $173.3K on 2025-09-30. At its lowest, it held 12.9K shares on 2024-12-31, with a value of $108.3K on 2026-03-31. In the recent 180 days, Optimize Financial Inc has increased its shares by 1.8K. In the recent year, Optimize Financial Inc has increased its shares by 5.2K.