Silver Oak Wealth Management LLC J P MORGAN EXCHANGE TRADED F Transaction History

Silver Oak Wealth Management LLC

  • $593 Billion
  • Q3 2025
Number of Shares
124,715
Previous 124,425 0.23%
Holding current value
$11.5 Billion
Previous $10.5 Billion 9.15%
% of portfolio
1.94%
Previous 1.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
290 Added 0.23%
124,715 $11.5 Billion
Q2 2025

Jul 29, 2025
BUY
N/A
17,751 Added 16.64%
124,425 $10.5 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
30,416 Added 39.89%
106,674 $7.17 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
72,420 Added 1886.92%
76,258 $5.77 Billion
Q3 2024

Nov 01, 2024
BUY
N/A
3,838 New
3,838 $264 Million
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