Sky Oak Wealth, LLC Purchases in Q3 2024

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.44%
$517.38 - $573.86 $4.66K - $5.16K
2.08K $1.19M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
612
+ 8.16%
$36.02 - $41.68 $22K - $25.5K
8.12K $334K
VIG
Vanguard Dividend Appreciation

ETFs
345
+ 1.1%
$182.15 - $182.15 $62.8K - $62.8K
31.8K $5.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.07%
$386.81 - $423.12 $387 - $423
1.53K $649K
PFF
Ishares Trust Ishares Pfd And

ETFs
370
+ 2.87%
$31.18 - $33.5 $11.5K - $12.4K
13.3K $440K
ET
Energy Transfer LP

Energy
1.5K
+ 9.62%
$15.43 - $16.44 $23.1K - $24.7K
17.1K $274K
SNOW
Snowflake Inc.

Technology
900
+ 21.15%
$108.56 - $143.02 $97.7K - $129K
5.16K $592K
OEF
Ishares S&P 100 ETF

ETFs
26
+ 1.39%
$266.03 - $266.03 $6.92K - $6.92K
1.89K $503K
DBL
Double Line Opportunistic Credit Fund

Financial Services
156
+ 1.52%
$15.32 - $16.13 $2.39K - $2.52K
10.4K $164K
UPS
United Parcel Service Inc

Industrials
113
+ 0.67%
$123.32 - $147.38 $13.9K - $16.7K
17.1K $2.33M
QCOM
Qualcomm Inc

Technology
1K
+ 17.64%
$156.12 - $209.64 $156K - $210K
6.67K $1.13M
Lineage Inc
4K
New
N/A
4K $0
New York Cmnty Bancorp Inc
13.2K
New
N/A
13.2K $0
Invesco Qqq Tr
9.11K
New
N/A
9.11K $0
ACHR
Archer Aviation Inc.

Industrials
2K
+ 9.09%
$2.91 - $5.39 $5.82K - $10.8K
24K $72K
XLK
Technology Sector Spdr

ETFs
49
+ 0.13%
$197.34 - $237.68 $9.67K - $11.6K
37K $8.36M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.33K
+ 480.43%
$150.73 - $974.56 $200K - $1.29M
1.6K $255K
MSFT
Microsoft Corp

Technology
486
+ 3.1%
$395.15 - $467.56 $192K - $227K
16.1K $6.95M
Activity Summary
Buys All Purchases 69 New Holdings 25 Increased Positions 44 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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