Oak Wealth Advisors LLC J P MORGAN EXCHANGE TRADED F Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025
Number of Shares
99,614
Previous 103,515 3.77%
Holding current value
$6.23 Billion
Previous $6.18 Billion 0.91%
% of portfolio
4.0%
Previous 4.57%

Shares

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

Jul 15, 2025
SELL
N/A
-3,901 Reduced 3.77%
99,614 $6.23 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
22,201 Added 27.3%
103,515 $6.18 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
81,314 New
81,314 $5.04 Billion
Track This Portfolio

Track Oak Wealth Advisors LLC Portfolio

Follow Oak 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 Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email