Oak Wealth Advisors LLC Purchases and Sells in Q1 2025

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 2025

Top Buys

Incresed Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
20.8K
+ 7.98%
$60.63 - $68.55 $1.26M - $1.42M
281K $18.6B
36.8K
+ 18.68%
$90.7 - $101.57 $3.34M - $3.74M
234K $21.6B
J P MORGAN EXCHANGE TRADED F
22.2K
+ 27.3%
N/A
104K $6.18B
12.3K
+ 10.99%
$57.11 - $62.4 $703K - $768K
124K $7.48B
2.2K
+ 0.58%
$28.88 - $32.4 $63.5K - $71.2K
380K $11.9B
5.5K
+ 10.04%
$63.74 - $71.96 $350K - $396K
60.2K $4.2B
View all

Top Sells

Reduced Positions

14 operations
Stock Shares change Price Range Shares Held Trade History
-6.95K
- 28.52%
$104.71 - $107.69 $727K - $748K
17.4K $1.84B
-530
- 0.64%
$59.61 - $66.71 $31.6K - $35.4K
82K $4.96B
-355
- 14.65%
$375.39 - $447.2 $133K - $159K
2.07K $777M
-349
- 20.87%
$551.42 - $612.93 $192K - $214K
1.32K $740M
-1.84K
- 27.06%
N/A
4.95K $352M
-285
- 18.3%
$190.26 - $242.06 $54.2K - $69K
1.27K $242M
View all
Activity Summary
Buys All Purchases 29 New Holdings 0 Increased Positions 29 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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