Oakwell Private Wealth Management, LLC Incresed Positions in Q3 2024

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
2.33K
+ 47.18%
$119.07 - $145.42 $277K - $338K
7.26K $864K
QQQ
Invesco Qqq Trust, Series 1

ETFs
79
+ 0.79%
$434.77 - $502.96 $34.3K - $39.7K
10.1K $4.91M
COP
Conocophillips

Energy
1.73K
+ 26.65%
$102.3 - $116.61 $177K - $202K
8.22K $865K
V
Visa Inc.

Financial Services
168
+ 4.88%
$253.74 - $291.56 $42.6K - $49K
3.61K $993K
AMD
Advanced Micro Devices Inc

Technology
375
+ 5.76%
$128.67 - $183.96 $48.3K - $69K
6.88K $1.13M
AVGO
Broadcom Inc.

Technology
1.54K
+ 900.0%
$136.27 - $1745.86 $210K - $2.69M
1.71K $295K
GOOGL
Alphabet Inc.

Communication Services
329
+ 4.99%
$148.65 - $191.18 $48.9K - $62.9K
6.92K $1.15M
Activity Summary
Buys All Purchases 9 New Holdings 2 Increased Positions 7 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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