Silver Oak Securities, Inc Closed Holding Positions

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ALBO
Albireo Pharma, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
23,795
$18.54 - $37.29 $441K - $887K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
1,495
$194.2 - $261.13 $290K - $390K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2022 Filed on Aug 15, 2022
14,844
$69.6 - $87.62 $1.03M - $1.3M
JMIN
J P Morgan ETF Tr U S Minimum

ETFs
Q2 2022 Filed on Aug 15, 2022
34,280
N/A
PAA
Plains All American Pipeline LP

Energy
Q2 2022 Filed on Aug 15, 2022
14,950
$9.59 - $11.98 $143K - $179K
RBCAA
Republic Bancorp Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
5,224
$41.68 - $48.64 $218K - $254K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
32,000
$52.16 - $60.62 $1.67M - $1.94M
HNDL
Strategy Shs

ETFs
Q2 2022 Filed on Aug 15, 2022
210,409
$19.94 - $24.21 $4.2M - $5.09M
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
4,441
$76.98 - $89.74 $342K - $399K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
1,408
$105.47 - $153.14 $149K - $216K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2022 Filed on Aug 15, 2022
4,547
$40.36 - $48.23 $184K - $219K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2022 Filed on Aug 15, 2022
4,501
$45.15 - $55.11 $203K - $248K
PSMB
Invesco Act Mng ETF Tr Bal Mul

ETFs
Q2 2022 Filed on Aug 15, 2022
17,750
N/A
HUM
Humana Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
543
$420.04 - $468.33 $228K - $254K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 15, 2022
4,426
$36.58 - $70.5 $162K - $312K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,484
$112.7 - $141.25 $167K - $210K
FXG
First Tr Exchange Traded First

ETFs
Q2 2022 Filed on Aug 15, 2022
6,253
$59.31 - $67.92 $371K - $425K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Aug 15, 2022
35,432
$56.05 - $74.6 $1.99M - $2.64M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2022 Filed on Aug 15, 2022
60,501
$31.24 - $39.02 $1.89M - $2.36M
FRI
First Tr S&P Reit Index Fd

ETFs
Q2 2022 Filed on Aug 15, 2022
104,508
$24.7 - $32.25 $2.58M - $3.37M
QLC
Flexshares Tr Us Quality Large

ETFs
Q2 2022 Filed on Aug 15, 2022
5,567
$40.74 - $50.38 $227K - $280K
QDEF
Flexshares Quality Div Defensi

ETFs
Q2 2022 Filed on Aug 15, 2022
9,090
$48.04 - $56.99 $437K - $518K
GLDG
Gold Mining Inc.

Basic Materials
Q2 2022 Filed on Aug 15, 2022
10,212
$0.96 - $1.73 $9.8K - $17.7K
HEI
Heico Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
1,602
$127.59 - $157.21 $204K - $252K
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
2,153
$54.53 - $129.12 $117K - $278K
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