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

Silver Oak Wealth Management LLC

  • $462 Billion
  • Q1 2025
Number of Shares
106,674
Previous 76,258 39.89%
Holding current value
$7.17 Billion
Previous $5.77 Billion 24.21%
% of portfolio
1.55%
Previous 1.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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