Sky Oak Wealth, LLC Strategy Shs Day Hagan/Ned Dav Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
A detailed history of Sky Oak Wealth, LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 164,471 shares of SSUS stock, worth $7.14 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
164,471
Previous 169,064
2.72%
Holding current value
$7.14 Million
Previous $7.03 Million
1.59%
% of portfolio
1.49%
Previous 1.58%
Shares
12 transactions
Others Institutions Holding SSUS
# of Institutions
73Shares Held
12.3MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.73MShares$74.9 Million0.03% of portfolio
-
Integrated Wealth Concepts LLC1.27MShares$55.2 Million0.68% of portfolio
-
Royal Bank Of Canada Toronto, A6942KShares$40.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL886KShares$38.5 Million0.05% of portfolio
-
Cwm, LLC871KShares$37.8 Million0.15% of portfolio