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Value $
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$133M
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Signature - Title
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Tara Mcclanahan - CHIEF COMPLIANCE OFFICER
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Location
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Laguna Hills, CA
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Summary
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This page shows a list of all the recent 13F filings made by Optimize Financial Inc. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Optimize Financial Inc reported 234 stock holdings with total value $133M as of Q4 2024. Top holdings included APP, TTMI, CRM, CRWD, and WIX.