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
Dimensional ETF Trust
449
+ 6.66%
N/A
7.19K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
5.68K
New
N/A
5.68K $0
Arm Holdings PLC
5.39K
+ 578.0%
N/A
6.32K $0
BP
Bp PLC

Energy
290
+ 6.08%
$28.16 - $33.14 $8.17K - $9.61K
5.06K $149K
Innovator Etfs Trust
23.1K
New
N/A
23.1K $0
FLLV
Franklin Templeton ETF Tr
1.4K
+ 5.48%
N/A
27K $0
SFLR
Innovator Etfs Tr Equity Manag
16.9K
New
N/A
16.9K $0
Northern Lts Fd Tr Iv
2.65K
+ 9.93%
N/A
29.4K $0
Proshares Tr
154
+ 2.11%
N/A
7.44K $0
Invesco Exchange Traded Fd T
488
+ 1.88%
N/A
26.5K $0
JUCY
ETF Ser Solutions Aptus Enhanc
6.59K
+ 3.58%
N/A
191K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5
+ 2.24%
$42.33 - $43.3 $212 - $217
228 $9K
JGRO
J P Morgan Exchange Traded Fd
3.13K
New
N/A
3.13K $0
PDEC
Innovator U.S. Equity Power Bu
13.4K
New
N/A
13.4K $0
Sila Realty Trust Inc
28
+ 1.47%
N/A
1.94K $0
Lam Research Corp
3.87K
New
N/A
3.87K $0
ILCG
Ishares Morningstar Growth ETF
14.1K
New
N/A
14.1K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
24
+ 3.93%
$51.33 - $53.74 $1.23K - $1.29K
635 $32K
Ultimus Managers Tr
2.59K
+ 19.38%
N/A
15.9K $0
First Tr Exch Traded Fd Iii
6.15K
+ 34.02%
N/A
24.2K $0
Qxo Inc
24.2K
New
N/A
24.2K $0
Innovator Etfs Trust
7.76K
New
N/A
7.76K $0
T Rowe Price ETF Inc
14.1K
New
N/A
14.1K $0
Ge Vernova Inc
139
+ 17.64%
N/A
927 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
132K
+ 132.45%
N/A
232K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
16.4K
+ 7.01%
N/A
250K $0
Ab Active Etfs Inc
12.5K
New
N/A
12.5K $0
MUST
Columbia ETF Tr I Multi Sector

ETFs
224
+ 2.21%
$20.25 - $20.87 $4.54K - $4.67K
10.4K $210K
Sharkninja Inc
5.12K
New
N/A
5.12K $0
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
200
+ 1.72%
$5.34 - $5.65 $1.07K - $1.13K
11.8K $63K
NKE
Nike, Inc.

Consumer Cyclical
456
+ 15.87%
$73.36 - $89.13 $33.5K - $40.6K
3.33K $251K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
58
+ 0.29%
$50.67 - $50.9 $2.94K - $2.95K
20K $1.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
221
+ 5.05%
$106.56 - $113.11 $23.5K - $25K
4.6K $491K
RY
Royal Bank Of Canada

Financial Services
57
+ 2.35%
$119.72 - $128.02 $6.82K - $7.3K
2.48K $298K
DOW
Dow Inc.

Basic Materials
3.65K
+ 35.11%
$39.1 - $55.34 $143K - $202K
14K $562K
VONV
Vanguard Russell 1000 Value Et

ETFs
9
+ 0.3%
$80.87 - $87.69 $728 - $789
3.06K $248K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
300
+ 2.59%
$11.42 - $12.5 $3.43K - $3.75K
11.9K $137K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6
+ 0.88%
$99.04 - $109.59 $594 - $658
691 $68K
MU
Micron Technology Inc

Technology
598
+ 19.86%
$84.16 - $113.41 $50.3K - $67.8K
3.61K $303K
IQV
Iqvia Holdings Inc.

Healthcare
363
+ 18.0%
$190.97 - $236.63 $69.3K - $85.9K
2.38K $467K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
2
+ 0.02%
$25.25 - $26.34 $50.5 - $52.7
11.3K $286K
SCHO
Schwab Short Term Us Treasury

ETFs
48.7K
+ 102.64%
$24.06 - $48.88 $1.17M - $2.38M
96.1K $2.31M
JXN
Jackson Financial Inc.

Financial Services
21
+ 0.62%
$84.91 - $113.74 $1.78K - $2.39K
3.39K $295K
APD
Air Products & Chemicals, Inc.

Basic Materials
32
+ 1.05%
$285.5 - $335.62 $9.14K - $10.7K
3.07K $891K
ORCL
Oracle Corp

Technology
44
+ 0.75%
$165.41 - $192.43 $7.28K - $8.47K
5.92K $986K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
72.5K
+ 190.97%
$22.01 - $66.82 $1.6M - $4.85M
111K $2.51M
KLAC
Kla Corp

Technology
285
+ 20.83%
$614.46 - $829.55 $175K - $236K
1.65K $1.04M
AMGN
Amgen Inc

Healthcare
268
+ 18.83%
$258.78 - $328.31 $69.4K - $88K
1.69K $440K
PSLV
Sprott Physical Silver Trust

Financial Services
800
+ 2.47%
$9.65 - $11.76 $7.72K - $9.41K
33.2K $320K
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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