Silver Oak Securities, Inc Purchases in Q3 2024

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FPE
First Tr Pfd Secs & Income ETF

ETFs
202
+ 1.52%
$17.35 - $18.22 $3.5K - $3.68K
13.5K $243K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
23
+ 0.19%
$46.89 - $52.24 $1.08K - $1.2K
12.1K $625K
MNST
Monster Beverage Corp

Consumer Defensive
5
+ 0.12%
$45.01 - $52.47 $225 - $262
4.21K $219K
CVX
Chevron Corp

Energy
523
+ 7.14%
$137.88 - $161.97 $72.1K - $84.7K
7.84K $1.15M
VGSH
Vanguard

ETFs
7
+ 0.16%
$57.74 - $59.13 $404 - $414
4.51K $266K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
20
+ 1.67%
$460.0 - $505.78 $9.2K - $10.1K
1.22K $566K
BP
Bp PLC

Energy
734
+ 18.19%
$30.78 - $37.05 $22.6K - $27.2K
4.77K $149K
TPHD
Timothy Plan High Divid Stk Et

ETFs
35
+ 5.34%
$34.67 - $37.7 $1.21K - $1.32K
691 $26K
FISV
Fiserv Inc

Technology
28
+ 2.43%
N/A
1.18K $147K
EDV
Vanguard Extended Duration Tre

ETFs
16
New
$70.73 - $83.52 $1.13K - $1.34K
16 $1K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3
+ 0.49%
$50.85 - $53.88 $153 - $162
611 $32K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
14.5K
+ 16.94%
N/A
99.8K $0
First Tr Exch Traded Fd Iii
18.1K
New
N/A
18.1K $0
American Healthcare Reit Inc
4.11K
+ 19.96%
N/A
24.7K $0
Bitwise Bitcoin ETF Tr
1.03K
+ 9.89%
N/A
11.4K $0
First Tr Exchng Traded Fd Vi
34K
New
N/A
34K $0
Ultimus Managers Tr
13.3K
New
N/A
13.3K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
4.39K
+ 62.72%
N/A
11.4K $0
Celestica Inc
370
New
N/A
370 $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
8
+ 0.15%
N/A
5.36K $0
First Tr Exchng Traded Fd Vi
2.57K
+ 17.46%
N/A
17.3K $0
First Tr Exchng Traded Fd Vi
7.97K
New
N/A
7.97K $0
Invesco Exchange Traded Fd T
8.6K
+ 65.22%
N/A
21.8K $0
First Tr Exchng Traded Fd Vi
35.2K
New
N/A
35.2K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
3.97K
New
N/A
3.97K $0
CGMS
Capital Grp Core Plus Income E
58K
+ 38.1%
N/A
210K $0
First Tr Exchng Traded Fd Vi
35K
New
N/A
35K $0
First Tr Exchng Traded Fd Vi
1.23K
+ 11.31%
N/A
12.1K $0
First Tr Exchng Traded Fd Vi
2.47K
+ 13.28%
N/A
21.1K $0
FTGS
First Tr Exchange Traded Fd Gr
3.3K
+ 42.22%
N/A
11.1K $0
Ge Vernova Inc
788
New
N/A
788 $0
Linde PLC
1.4K
+ 247.79%
N/A
1.97K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.1K
+ 64.94%
N/A
7.87K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4
+ 1.83%
$41.95 - $43.42 $168 - $174
223 $9K
FLLV
Franklin Templeton ETF Tr
25.6K
New
N/A
25.6K $0
Aim ETF Products Trust
3.76K
+ 38.81%
N/A
13.4K $0
Dimensional ETF Trust
107
+ 0.95%
N/A
11.4K $0
JUCY
ETF Ser Solutions Aptus Enhanc
7.14K
+ 4.04%
N/A
184K $0
Proshares Tr
1.25K
+ 20.68%
N/A
7.29K $0
PSEP
Innovator U.S. Equity Power Bu
9.03K
New
N/A
9.03K $0
DGT
Spdr Global Dow ETF
6.44K
+ 62.06%
N/A
16.8K $0
Arm Holdings PLC
932
New
N/A
932 $0
Tidal Tr Ii
19.8K
+ 223.04%
N/A
28.7K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
29.9K
+ 14.71%
N/A
233K $0
Sila Realty Trust Inc
1.6K
+ 516.13%
N/A
1.91K $0
Dimensional ETF Trust
2.89K
+ 75.15%
N/A
6.74K $0
ETF Ser Solutions
11.8K
+ 10.42%
N/A
125K $0
DAUG
First Tr ETF Viii Cboe Vest Us
26.3K
+ 625.09%
N/A
30.5K $0
Northern Lts Fd Tr Iv
26.7K
New
N/A
26.7K $0
Activity Summary
Buys All Purchases 460 New Holdings 108 Increased Positions 352 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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