Valmark Advisers, Inc. Okta, Inc. Transaction History

Valmark Advisers, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	SELL	$65.76 - $91.72 $5,918 - $8,254	-90 Reduced 1.37%	6,487 $587,000
Q3 2023 Nov 07, 2023	SELL	$68.53 - $90.08 $8,018 - $10,539	-117 Reduced 1.75%	6,577 $536,000
Q2 2023 Aug 02, 2023	BUY	$68.53 - $90.9 $61,882 - $82,082	903 Added 15.59%	6,694 $464,000
Q1 2023 May 01, 2023	BUY	$64.9 - $86.24 $83,007 - $110,300	1,279 Added 28.35%	5,791 $499,000
Q4 2022 Feb 06, 2023	BUY	$45.24 - $70.91 $204,122 - $319,945	4,512 New	4,512 $308,000

721

119M

7.7M

4.53M

Ticker OKTA
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 151,854,000
Market Cap $11.6B
Description
Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

Stay updated on Valmark Advisers, Inc. with notifications on news.