Silver Oak Securities, Inc Purchases in Q4 2024

Silver Oak Securities, Inc

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RWJ
Invesco Exchange Traded Fd Tr

ETFs
683
+ 7.67%
$44.2 - $49.46 $30.2K - $33.8K
9.59K $438K
ETN
Eaton Corp PLC

Industrials
88
+ 6.47%
$326.96 - $377.52 $28.8K - $33.2K
1.45K $480K
DFSD
Dimensional ETF Tr Short Durat

ETFs
721
+ 15.65%
$46.75 - $47.8 $33.7K - $34.5K
5.33K $249K
FNDF
Schwab Fundamental Intl Large

ETFs
6.28K
+ 14.53%
$32.92 - $37.15 $207K - $233K
49.5K $1.64M
ISMD
Northern Lts Fd Tr Iv

ETFs
856
+ 8.77%
$36.81 - $40.75 $31.5K - $34.9K
10.6K $398K
FSMD
Fidelity Covington Tr Small Mi

ETFs
667
+ 10.0%
$40.75 - $44.85 $27.2K - $29.9K
7.34K $302K
JNJ
Johnson & Johnson

Healthcare
976
+ 14.75%
$143.34 - $165.86 $140K - $162K
7.59K $1.1M
MMM
3 M CO

Industrials
325
+ 12.02%
$124.74 - $137.12 $40.5K - $44.6K
3.03K $390K
AVEM
American Centy ETF Tr Avantis

ETFs
659
+ 21.88%
$58.59 - $66.14 $38.6K - $43.6K
3.67K $215K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
1.28K
+ 7.22%
$46.31 - $51.02 $59.3K - $65.4K
19K $905K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
16
+ 0.13%
$51.31 - $55.61 $821 - $890
12.1K $645K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
1.56K
+ 9.91%
$25.18 - $26.55 $39.2K - $41.3K
17.3K $435K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
882
+ 12.34%
$114.08 - $125.68 $101K - $111K
8.03K $919K
PFEB
Innovator U.S. Equity Power Bu

ETFs
356
+ 5.03%
$35.94 - $36.85 $12.8K - $13.1K
7.44K $273K
SIXJ
Aim ETF Prods Tr Allianzim U S
79
+ 0.59%
$29.24 - $30.42 $2.31K - $2.4K
13.5K $412K
PFE
Pfizer Inc

Healthcare
1.92K
+ 13.74%
$24.8 - $30.19 $47.6K - $57.9K
15.9K $421K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.92K
+ 105.4%
$25.33 - $51.16 $251K - $507K
19.3K $499K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
399
+ 9.41%
$47.98 - $49.47 $19.1K - $19.7K
4.64K $224K
DFAI
Dimensional ETF Tr

ETFs
1.39K
+ 13.41%
$29.0 - $31.6 $40.4K - $44K
11.8K $344K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
796
+ 6.19%
$41.17 - $43.34 $32.8K - $34.5K
13.7K $565K
ROP
Roper Technologies Inc

Industrials
80
+ 8.31%
$519.85 - $575.95 $41.6K - $46.1K
1.04K $542K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.72K
+ 10.41%
$25.61 - $28.0 $44K - $48.1K
18.2K $471K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
55
+ 1.59%
$84.34 - $95.14 $4.64K - $5.23K
3.51K $305K
ISCG
Ishares Morningstar Small Cap

ETFs
34
+ 0.64%
$48.22 - $54.03 $1.64K - $1.84K
5.36K $265K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
53
+ 3.46%
$126.68 - $134.74 $6.71K - $7.14K
1.58K $201K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
236
+ 36.31%
$20.98 - $21.19 $4.95K - $5K
886 $18K
BIBL
Northern Lts Fd Tr Iv

ETFs
422
+ 5.39%
$38.73 - $42.41 $16.3K - $17.9K
8.25K $321K
FXN
First Tr Exchange Traded Fd Fi

ETFs
47
+ 0.43%
$15.42 - $18.08 $725 - $850
10.9K $178K
TPHD
Timothy Plan High Divid Stk Et

ETFs
55
+ 7.96%
$35.89 - $39.51 $1.97K - $2.17K
746 $27K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.45%
$87.25 - $95.52 $960 - $1.05K
2.45K $216K
JNK
Spdr Bloomberg High Yield Bond

ETFs
19
+ 14.18%
$94.77 - $97.36 $1.8K - $1.85K
153 $14K
AVDE
American Centy ETF Tr Avantis

ETFs
1.13K
+ 9.44%
$60.9 - $66.69 $68.6K - $75.2K
13.1K $801K
FNDX
Schwab Fundamental U S Large C

ETFs
10.4K
+ 203.25%
$23.49 - $71.77 $245K - $749K
15.6K $368K
Fidelity Wise Origin Bitcoin
4.09K
New
N/A
4.09K $0
FTGS
First Tr Exchange Traded Fd Gr
110
+ 0.99%
N/A
11.2K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
241
+ 4.5%
N/A
5.6K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
6.4K
+ 161.24%
N/A
10.4K $0
First Tr Exchng Traded Fd Vi
3.71K
+ 30.71%
N/A
15.8K $0
First Tr Exchng Traded Fd Vi
2.1K
+ 12.16%
N/A
19.4K $0
Arista Networks Inc
18.6K
New
N/A
18.6K $0
Innovator Etfs Trust
27.8K
New
N/A
27.8K $0
ETF Ser Solutions
11.1K
+ 8.91%
N/A
136K $0
Blackrock Inc
293
New
N/A
293 $0
Bitwise Bitcoin ETF Tr
27.1K
+ 237.51%
N/A
38.5K $0
Dimensional ETF Trust
1.06K
+ 9.33%
N/A
12.4K $0
Vanguard Malvern Fds
46.9K
New
N/A
46.9K $0
Dimensional ETF Trust
4.2K
New
N/A
4.2K $0
First Tr Exchng Traded Fd Vi
351
+ 4.4%
N/A
8.32K $0
American Healthcare Reit Inc
2
+ 0.01%
N/A
24.7K $0
Activity Summary
Buys All Purchases 428 New Holdings 120 Increased Positions 308 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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