Silver Oak Wealth Advisors Services, LLC Purchases and Sells in Q2 2025

Silver Oak Wealth Advisors Services, LLC

  • $139 Billion
  • Q2 2025

Top Buys

Incresed Positions

9 operations
Stock Shares change Price Range Shares Held Trade History
237K
+ 73.84%
$49.57 - $50.27 $11.7M - $11.9M
558K $28B
163K
+ 33.47%
N/A
648K $25.7B
55.4K
+ 229.58%
$54.52 - $56.7 $3.02M - $3.14M
79.5K $4.43B
35.3K
+ 14.12%
$29.36 - $35.56 $1.04M - $1.26M
285K $10.1B
2.64K
+ 8.16%
$73.02 - $90.22 $193K - $238K
35K $3.12B
2.96K
+ 18.32%
$102.02 - $103.5 $302K - $306K
19.1K $1.97B
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
69.8K
New
N/A
69.8K $3.73B
47.4K
New
$48.46 - $50.2 $2.3M - $2.38M
47.4K $2.35B
DAVE INC
1.87K
New
N/A
1.87K $501M
1.21K
New
$122.82 - $218.63 $148K - $264K
1.21K $264M
1.08K
New
$162.76 - $195.77 $176K - $211K
1.08K $211M
6.9K
New
$23.4 - $29.68 $161K - $205K
6.9K $205M
View all

Top Sells

Reduced Positions

12 operations
Stock Shares change Price Range Shares Held Trade History
-69.4K
- 90.93%
$58.63 - $59.9 $4.07M - $4.16M
6.92K $414M
-14K
- 24.57%
$77.94 - $79.5 $1.09M - $1.11M
42.9K $3.41B
-28.2K
- 15.94%
$86.93 - $109.64 $2.45M - $3.09M
149K $16.3B
-16.5K
- 13.47%
$56.85 - $68.21 $940K - $1.13M
106K $7.24B
-7.87K
- 21.3%
$79.56 - $82.92 $626K - $652K
29.1K $2.41B
-18.8K
- 18.34%
$63.36 - $80.23 $1.19M - $1.51M
83.6K $6.71B
View all
Activity Summary
Buys All Purchases 16 New Holdings 7 Increased Positions 9 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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