Oak Wealth Advisors LLC Purchases and Sells in Q2 2025

Oak Wealth Advisors LLC

$156 Billion
Q2 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	72.5K + 47.83%	$34.04 - $42.36 $2.47M - $3.07M	224K $9.5B
AVDE	14.8K + 5.26%	$59.32 - $74.36 $878K - $1.1M	296K $21.9B
IVV	1.13K + 3.96%	$498.8 - $620.9 $562K - $699K	29.5K $18.3B
DFAI	22.2K + 5.85%	$28.02 - $34.71 $622K - $771K	402K $13.9B
VNQ	11.5K + 304.03%	$79.79 - $91.42 $915K - $1.05M	15.2K $1.36B
AVDV	3.91K + 6.49%	$61.76 - $79.32 $242K - $310K	64.2K $5.09B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUNI	17.6K New	$50.34 - $51.86 $884K - $910K	17.6K $901M
MGEE	3.72K New	$86.85 - $93.48 $323K - $348K	3.72K $329M
AVLV	4.42K New	$56.85 - $68.21 $251K - $302K	4.42K $302M
NVDA	1.82K New	$94.31 - $157.99 $172K - $288K	1.82K $288M
IWB	814 New	$272.36 - $339.57 $222K - $276K	814 $276M
GOOGL	1.14K New	$144.7 - $178.6 $165K - $204K	1.14K $201M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	-26.7K - 11.41%	$81.38 - $100.82 $2.17M - $2.69M	207K $20.9B
VTEB	-7.08K - 18.91%	$48.13 - $49.85 $341K - $353K	30.3K $1.49B
MUB	-3.1K - 17.78%	$102.31 - $105.8 $317K - $327K	14.3K $1.5B
AVGE	-1.68K - 33.95%	N/A	3.27K $253M
VTV	-345 - 5.5%	$153.67 - $176.74 $53K - $61K	5.93K $1.05B
DFAC	-2.06K - 10.5%	$29.12 - $35.84 $59.8K - $73.7K	17.5K $628M

Activity Summary All Purchases 29 New Holdings 6 Increased Positions 23 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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