Optimize Financial Inc's ownership history for PEP

Optimize Financial Inc currently holds 4.0K shares with a market value of $618.5K. It started holding PEP on 2024-12-31. At its peak, it held 4.0K shares on 2026-03-31. Its highest holding value was $618.5K on 2026-03-31. At its lowest, it held 2.7K shares on 2024-12-31, with a value of $401.7K on 2025-06-30. In the recent 180 days, Optimize Financial Inc has increased its shares by 1.3K.