Oak Wealth Advisors LLC PIMCO ETF TR Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025
Number of Shares
19,405
Previous 12,178 59.34%
Holding current value
$515 Million
Previous $321 Million 60.49%
% of portfolio
0.33%
Previous 0.24%

Shares

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

Jul 15, 2025
BUY
N/A
7,227 Added 59.34%
19,405 $515 Million
Q1 2025

Apr 23, 2025
BUY
N/A
3,103 Added 34.19%
12,178 $321 Million
Q4 2024

Feb 14, 2025
BUY
N/A
9,075 New
9,075 $235 Million
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