Optimize Financial Inc's ownership history for HLI

Optimize Financial Inc currently holds 3.2K shares with a market value of $452.7K. It started holding HLI on 2025-09-30. At its peak, it held 3.2K shares on 2026-03-31. Its highest holding value was $470.2K on 2025-09-30. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $404.5K on 2025-12-31. In the recent 180 days, Optimize Financial Inc has increased its shares by 862.