Silver Oak Securities, Inc Sells in Q3 2024

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
-19.1K
- 89.94%
$194.66 - $225.97 $3.71M - $4.31M
2.13K $468K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-17K
- 93.96%
$125.95 - $142.04 $2.14M - $2.41M
1.09K $154K
VUG
Vanguard Growth ETF

ETFs
-4.8K
- 62.24%
$341.08 - $391.94 $1.64M - $1.88M
2.91K $1.12M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-4.91K
- 25.87%
$285.48 - $330.24 $1.4M - $1.62M
14.1K $4.53M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-29.2K
- 55.41%
$42.54 - $47.97 $1.24M - $1.4M
23.5K $1.12M
FDN
First Tr Fd Dow Jones

ETFs
-5.98K
- 87.32%
$183.68 - $212.48 $1.1M - $1.27M
868 $183K
XLP
Consumer Staples Sector Spdr

ETFs
-14.8K
- 64.96%
$76.04 - $76.04 $1.13M - $1.13M
8K $608K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-52.9K
- 98.79%
$20.69 - $21.17 $1.09M - $1.12M
650 $13K
FTSL
First Trust Senior Ln Fund

ETFs
-20K
- 58.48%
$45.51 - $46.26 $911K - $926K
14.2K $652K
IOO
Ishares Tr Global 100 ETF

ETFs
-9.79K
- 10.94%
$89.63 - $100.83 $877K - $987K
79.7K $7.9M
TCHP
T Rowe Price Exchange Traded F

Technology
-17K
- 80.26%
$35.14 - $40.43 $597K - $687K
4.18K $165K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.1K
- 17.3%
$61.47 - $67.36 $679K - $744K
52.8K $3.55M
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.06K
- 16.16%
$85.48 - $98.39 $518K - $596K
31.5K $3.04M
CSCO
Cisco Systems, Inc.

Technology
-9.85K
- 51.75%
$44.74 - $53.22 $441K - $524K
9.18K $488K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.21K
- 41.14%
$96.25 - $101.98 $405K - $429K
6.02K $609K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.32K
- 43.17%
$106.11 - $113.72 $353K - $378K
4.38K $494K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.74K
- 60.35%
$89.91 - $101.33 $336K - $379K
2.46K $241K
AOK
Ishares Tr Core Conservative A

ETFs
-8.83K
- 54.54%
$36.8 - $38.71 $325K - $342K
7.36K $284K
HYG
Ishares Tr

ETFs
-3.58K
- 41.34%
$76.72 - $80.36 $275K - $288K
5.08K $408K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-870
- 11.66%
$475.2 - $527.7 $413K - $459K
6.59K $3.48M
MLPA
Global X Mlp ETF

ETFs
-4.76K
- 26.77%
$45.78 - $49.84 $218K - $237K
13K $624K
ADBE
Adobe Inc.

Technology
-324
- 18.65%
$508.13 - $586.55 $165K - $190K
1.41K $731K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.79K
- 10.45%
$50.25 - $50.74 $190K - $192K
32.5K $1.65M
LLY
Eli Lilly & CO

Healthcare
-129
- 6.2%
$772.14 - $960.02 $99.6K - $124K
1.95K $1.73M
XLK
Technology Sector Spdr

ETFs
-381
- 3.14%
$197.34 - $237.68 $75.2K - $90.6K
11.8K $2.66M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-4.94K
- 8.67%
$28.1 - $29.89 $139K - $148K
52K $1.55M
CRM
Salesforce, Inc.

Technology
-369
- 27.54%
$238.42 - $276.53 $88K - $102K
971 $265K
AMGN
Amgen Inc

Healthcare
-210
- 12.86%
$309.38 - $337.38 $65K - $70.8K
1.42K $458K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-633
- 11.66%
$81.31 - $83.29 $51.5K - $52.7K
4.8K $398K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-73
- 4.77%
$211.47 - $281.27 $15.4K - $20.5K
1.46K $357K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-388
- 20.23%
$117.9 - $128.2 $45.7K - $49.7K
1.53K $196K
ACN
Accenture PLC

Technology
-224
- 19.75%
$295.44 - $355.81 $66.2K - $79.7K
910 $321K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-1.58K
- 1.37%
$22.11 - $22.46 $34.8K - $35.4K
113K $2.54M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-784
- 6.54%
$25.04 - $25.21 $19.6K - $19.8K
11.2K $282K
PEP
Pepsico Inc

Consumer Defensive
-138
- 5.31%
$161.9 - $179.3 $22.3K - $24.7K
2.46K $418K
AEP
American Electric Power CO Inc

Utilities
-396
- 19.0%
$87.11 - $104.95 $34.5K - $41.6K
1.69K $173K
BNDX
Vanguard Total International B

ETFs
-311
- 6.23%
$48.42 - $50.35 $15.1K - $15.7K
4.68K $235K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-131
- 0.94%
$39.1 - $39.1 $5.12K - $5.12K
13.8K $539K
TIP
Ishares Tr Tips Bd ETF

ETFs
-270
- 4.03%
$105.92 - $110.83 $28.6K - $29.9K
6.42K $709K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-382
- 3.63%
$20.28 - $20.85 $7.75K - $7.96K
10.1K $210K
CSX
Csx Corp

Industrials
-578
- 3.43%
$32.48 - $35.45 $18.8K - $20.5K
16.3K $562K
NFLX
Netflix Inc

Communication Services
-59
- 4.97%
$598.55 - $722.26 $35.3K - $42.6K
1.13K $800K
Invesco Exchange Traded Fd T
-10.5K
- 28.78%
N/A
26K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-650
- 8.03%
N/A
7.44K $0
Ge Healthcare Technologies I
-639
- 18.19%
N/A
2.87K $0
First Tr Exchange Traded Fd
-26
- 0.32%
N/A
8.04K $0
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-49
- 3.16%
$305.34 - $350.41 $15K - $17.2K
1.5K $518K
ISMD
Northern Lts Fd Tr Iv

ETFs
-607
- 5.85%
$34.03 - $38.37 $20.7K - $23.3K
9.76K $370K
FDT
First Trust Developed Markets

ETFs
-577
- 3.38%
$51.36 - $58.76 $29.6K - $33.9K
16.5K $952K
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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