Sky Oak Wealth, LLC Axos Financial, Inc. Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 2025
A detailed history of Sky Oak Wealth, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,433 shares of AX stock, worth $269,696. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,433
Previous 4,078
15.82%
Holding current value
$269,696
Previous $310,000
6.45%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AX
# of Institutions
409Shares Held
46.8MCall Options Held
374KPut Options Held
240K-
Black Rock Inc. New York, NY8.19MShares$644 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.94MShares$467 Million0.01% of portfolio
-
State Street Corp Boston, MA2.65MShares$208 Million0.01% of portfolio
-
American Century Companies Inc Kansas City, MO2.38MShares$187 Million0.1% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.33MShares$183 Million0.04% of portfolio
About Axos Financial, Inc.
- Ticker AX
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 59,970,800
- Market Cap $4.71B
- Description
- Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...