Oak Wealth Advisors LLC J P MORGAN EXCHANGE TRADED F Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025
Number of Shares
106,925
Previous 99,614 7.34%
Holding current value
$6.95 Billion
Previous $6.23 Billion 11.49%
% of portfolio
4.04%
Previous 4.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
7,311 Added 7.34%
106,925 $6.95 Billion
Q2 2025

Jul 15, 2025
SELL
N/A
-3,901 Reduced 3.77%
99,614 $6.23 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
22,201 Added 27.3%
103,515 $6.18 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
81,314 New
81,314 $5.04 Billion
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