Sky Oak Wealth, LLC Vanguard Extended Duration Tre Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 10, 2020	SELL	$155.69 - $176.87 $347,655 - $394,950	-2,233 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$131.58 - $178.36 $293,818 - $398,277	2,233 New	2,233 $374,000

Others Institutions Holding EDV

# of Institutions

197

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$73.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$71.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$63.9 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$63.1 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$62 Million
0.31% of portfolio

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