Sky Oak Wealth, LLC Purchases and Sells in Q3 2024

Sky Oak Wealth, LLC

$445 Million
Q3 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSV	7.62K + 4.02%	$87.56 - $95.49 $667K - $728K	197K $18.8M
SPYV	5.54K + 1.43%	$48.51 - $52.86 $269K - $293K	392K $20.7M
JPST	27.8K + 6.03%	$50.25 - $50.74 $1.4M - $1.41M	490K $24.9M
BIL	16.5K + 281.37%	$91.42 - $91.82 $1.51M - $1.52M	22.4K $2.06M
JSCP	25.8K + 24.55%	$46.16 - $47.63 $1.19M - $1.23M	131K $6.22M
IEFA	6.16K + 4.29%	$70.09 - $78.74 $432K - $485K	150K $11.7M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	50.8K New	$88.24 - $99.7 $4.48M - $5.06M	50.8K $4.87M
AXON	971 New	$286.16 - $399.6 $278K - $388K	971 $388K
KWEB	10.4K New	$24.73 - $34.02 $258K - $355K	10.4K $354K
ANET	819 New	$311.42 - $388.21 $255K - $318K	819 $314K
XPEL	7.23K New	$31.75 - $46.89 $230K - $339K	7.23K $313K
INFY	14K New	$18.76 - $23.28 $263K - $326K	14K $312K

Top Sells

Reduced Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-513 - 2.57%	$772.14 - $960.02 $396K - $492K	19.5K $17.2M
LULU	-2.02K - 72.3%	$233.4 - $302.36 $471K - $611K	774 $210K
F	-45.3K - 64.32%	$9.71 - $14.55 $440K - $659K	25.1K $265K
GOOG	-175 - 0.64%	$149.54 - $192.66 $26.2K - $33.7K	27.1K $4.54M
CSX	-13.7K - 51.03%	$32.48 - $35.45 $443K - $484K	13.1K $452K
HON	-2K - 67.05%	$196.73 - $220.21 $393K - $440K	983 $203K

Activity Summary All Purchases 69 New Holdings 25 Increased Positions 44 All Sells 110 Reductions 110 Sold out 0 Calls 0 Puts 0

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