Number of Shares
11,361
Previous 5,940 91.26%
Holding current value
$874 Million
Previous $461 Million 89.65%
% of portfolio
0.18%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

BUY
N/A
5,421 Added 91.26%
11,361 $874 Million
Q1 2025

Apr 23, 2025

BUY
N/A
135 Added 2.33%
5,940 $461 Million
Q4 2024

Feb 06, 2025

BUY
N/A
5,805 New
5,805 $441 Million
Track This Portfolio

Track Oak Hill Wealth Advisors, LLC Portfolio

Follow Oak Hill Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Hill Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.