Oakwell Private Wealth Management, LLC Sells in Q3 2024

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-31.4K
- 7.39%
$255.18 - $283.2 $8.01M - $8.89M
393K $111M
VCIT
Vanguard Intermediate Term Cor

ETFs
-30.1K
- 19.54%
$79.29 - $84.02 $2.39M - $2.53M
124K $10.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-27K
- 17.47%
$48.4 - $50.91 $1.31M - $1.38M
128K $6.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-16.1K
- 16.87%
$76.94 - $79.54 $1.24M - $1.28M
79.5K $6.32M
MSFT
Microsoft Corp

Technology
-581
- 9.53%
$395.15 - $467.56 $230K - $272K
5.51K $2.37M
NVDA
Nvidia Corp

Technology
-530
- 1.36%
$98.91 - $134.91 $52.4K - $71.5K
38.3K $4.65M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.14K
- 15.1%
$31.05 - $34.29 $191K - $211K
34.5K $1.18M
MUB
Ishares National Muni Bond ETF

ETFs
-2.46K
- 3.3%
$106.13 - $108.7 $261K - $267K
72.1K $7.83M
CVX
Chevron Corp

Energy
-87
- 2.41%
$137.88 - $161.97 $12K - $14.1K
3.53K $519K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.42K
- 11.31%
$34.48 - $38.87 $118K - $133K
26.9K $1.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
-564
- 9.72%
$84.77 - $97.13 $47.8K - $54.8K
5.24K $501K
AMZN
Amazon Com Inc

Consumer Cyclical
-28
- 0.85%
$161.02 - $200.0 $4.51K - $5.6K
3.28K $611K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-451
- 6.63%
$75.47 - $83.18 $34K - $37.5K
6.35K $527K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.47K
- 7.14%
$46.9 - $51.96 $116K - $128K
32K $1.65M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.2K
- 2.34%
$25.38 - $26.27 $55.7K - $57.7K
91.6K $2.41M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-204
- 2.51%
$41.02 - $46.01 $8.37K - $9.39K
7.91K $360K
JPM
Jpmorgan Chase & CO

Financial Services
-120
- 1.89%
$194.9 - $224.8 $23.4K - $27K
6.22K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 2.72%
$488.01 - $604.18 $7.32K - $9.06K
536 $313K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7.48K
- 7.04%
$25.45 - $29.53 $190K - $221K
98.8K $2.88M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-321
- 1.17%
$63.28 - $70.06 $20.3K - $22.5K
27.1K $1.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-57.1K
- 4.8%
$25.21 - $28.46 $1.44M - $1.62M
1.13M $31.8M
AAPL
Apple Inc.

Technology
-428
- 4.91%
$207.23 - $234.82 $88.7K - $101K
8.29K $1.93M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-575
- 3.33%
$77.23 - $87.97 $44.4K - $50.6K
16.7K $1.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21
- 0.74%
$405.19 - $478.57 $8.51K - $10K
2.81K $1.29M
IWM
Ishares Russell 2000 ETF

ETFs
-85
- 0.87%
$200.87 - $224.6 $17.1K - $19.1K
9.66K $2.13M
AVUV
American Centy ETF Tr Avantis

ETFs
-9.14K
- 5.41%
$88.24 - $99.7 $806K - $911K
160K $15.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.78K
- 2.41%
$61.11 - $67.85 $170K - $188K
112K $7.63M
IEFA
Ishares Tr

ETFs
-3.42K
- 3.67%
$70.09 - $78.74 $240K - $269K
89.8K $7.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.16K
- 4.3%
$41.9 - $48.26 $216K - $249K
115K $5.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.1K
- 3.86%
$113.41 - $125.62 $579K - $641K
127K $16M
AVDV
American Centy ETF Tr Avantis

ETFs
-6.35K
- 4.54%
$62.52 - $71.12 $397K - $451K
133K $9.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.2K
- 6.16%
$105.53 - $118.34 $1.07M - $1.2M
155K $18.1M
VEA
Vanguard Ftse Developed Market

ETFs
-41.4K
- 5.16%
$47.6 - $53.31 $1.97M - $2.21M
761K $40.2M
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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