Silver Oak Wealth Management LLC Purchases and Sells in Q1 2025

Silver Oak Wealth Management LLC

  • $462 Billion
  • Q1 2025

Top Buys

Incresed Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
66.1K
+ 20.6%
$47.4 - $52.99 $3.13M - $3.5M
387K $19.7B
39.9K
+ 43.41%
$44.41 - $45.98 $1.77M - $1.84M
132K $6.02B
J P MORGAN EXCHANGE TRADED F
30.4K
+ 39.89%
N/A
107K $7.17B
21.4K
+ 6.13%
$49.78 - $53.19 $1.06M - $1.14M
370K $18.9B
1.84K
+ 32.5%
$554.06 - $615.85 $1.02M - $1.13M
7.49K $4.21B
3.02K
+ 3.18%
$185.78 - $198.58 $560K - $599K
97.7K $18.6B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
7.35K
New
$65.06 - $72.31 $478K - $531K
7.35K $513M
4.06K
New
$91.75 - $115.81 $372K - $470K
4.06K $398M
1.07K
New
$169.2 - $216.66 $182K - $233K
1.07K $225M
2.17K
New
$95.85 - $99.25 $208K - $215K
2.17K $215M
221
New
$828.4 - $1058.6 $183K - $234K
221 $206M

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-1.1K
- 10.19%
$255.29 - $303.75 $281K - $334K
9.69K $2.5B
-3.96K
- 13.45%
$115.08 - $123.97 $456K - $491K
25.5K $2.96B
-4.02K
- 42.63%
$110.75 - $119.78 $445K - $482K
5.41K $625M
-555
- 5.59%
$106.98 - $149.43 $59.4K - $82.9K
9.38K $1.02B
-165
- 3.39%
$254.58 - $302.92 $42K - $50K
4.7K $1.2B
-40
- 0.72%
$103.65 - $142.5 $4.15K - $5.7K
5.53K $577M
View all
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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