Silver Oak Securities, Inc Sells in Q4 2024

Silver Oak Securities, Inc

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
-823
- 9.43%
$46.07 - $48.17 $37.9K - $39.6K
7.9K $364K
VO
Vanguard Mid Cap ETF

ETFs
-216
- 3.91%
$261.5 - $284.63 $56.5K - $61.5K
5.31K $1.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-206
- 5.83%
$183.23 - $199.79 $37.7K - $41.2K
3.33K $615K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-255
- 1.46%
$43.84 - $48.76 $11.2K - $12.4K
17.2K $757K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.11K
- 9.14%
$72.18 - $81.41 $80.3K - $90.6K
11.1K $835K
CGCP
Capital Group Core Plus Income

ETFs
-1.42K
- 6.51%
$22.13 - $23.17 $31.5K - $32.9K
20.4K $453K
ENB
Enbridge Inc

Energy
-1.6K
- 18.46%
$40.4 - $43.92 $64.6K - $70.2K
7.06K $299K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-42
- 0.3%
$34.13 - $37.35 $1.43K - $1.57K
14.1K $482K
SNPS
Synopsys Inc

Technology
-41
- 2.94%
$485.36 - $588.0 $19.9K - $24.1K
1.35K $656K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-456
- 0.76%
$23.42 - $24.2 $10.7K - $11K
59.6K $1.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-10.3K
- 21.69%
$9.95 - $12.23 $103K - $127K
37.3K $437K
UNP
Union Pacific Corp

Industrials
-109
- 9.89%
$223.15 - $249.32 $24.3K - $27.2K
993 $226K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-559
- 2.09%
$32.65 - $33.68 $18.3K - $18.8K
26.2K $857K
CVX
Chevron Corp

Energy
-173
- 2.21%
$141.15 - $162.53 $24.4K - $28.1K
7.67K $1.11M
FDL
First Tr Morningstar Dividend

ETFs
-144
- 0.65%
$39.59 - $43.95 $5.7K - $6.33K
22.1K $888K
RIG
Transocean Ltd.

Energy
-8K
- 33.72%
$3.47 - $4.67 $27.8K - $37.4K
15.7K $58K
FQAL
Fidelity Covington Tr Quality

ETFs
-655
- 8.39%
$64.43 - $68.47 $42.2K - $44.8K
7.15K $467K
YJUN
First Tr Exchange Traded Fd Vi
-682
- 4.03%
$21.53 - $22.81 $14.7K - $15.6K
16.3K $350K
ACN
Accenture PLC

Technology
-101
- 11.1%
$343.9 - $376.86 $34.7K - $38.1K
809 $284K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.21K
- 9.11%
$39.04 - $40.41 $47.4K - $49K
12.1K $486K
MO
Altria Group, Inc.

Consumer Defensive
-955
- 7.72%
$49.06 - $57.74 $46.9K - $55.1K
11.4K $596K
BK
Bank Of New York Mellon Corp

Financial Services
-682
- 15.61%
$70.82 - $81.87 $48.3K - $55.8K
3.69K $283K
ABT
Abbott Laboratories

Healthcare
-215
- 3.02%
$111.93 - $119.39 $24.1K - $25.7K
6.9K $780K
GBF
Ishares Tr

ETFs
-68
- 1.34%
$101.93 - $106.84 $6.93K - $7.27K
5.01K $512K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-1.47K
- 1.29%
$22.28 - $22.66 $32.6K - $33.2K
112K $2.51M
MA
Mastercard Inc

Financial Services
-178
- 8.73%
$491.3 - $536.15 $87.5K - $95.4K
1.86K $979K
EWJ
Ishares Msci Japan ETF

ETFs
-95
- 2.07%
$66.18 - $71.84 $6.29K - $6.82K
4.49K $301K
PECO
Phillips Edison & Company, Inc.

Real Estate
-542
- 2.92%
$35.96 - $39.8 $19.5K - $21.6K
18K $675K
XLE
Energy Sector Spdr

ETFs
-35
- 0.36%
$83.32 - $97.27 $2.92K - $3.4K
9.71K $831K
AEP
American Electric Power CO Inc

Utilities
-72
- 4.27%
$90.91 - $102.21 $6.55K - $7.36K
1.62K $149K
TXN
Texas Instruments Inc

Technology
-119
- 6.89%
N/A
1.61K $312K
ALHC
Alignment Healthcare, Inc.

Healthcare
-859
- 3.83%
$10.0 - $14.15 $8.59K - $12.2K
21.6K $242K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-500
- 5.69%
$198.04 - $221.51 $99K - $111K
8.29K $1.74M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-76
- 6.97%
$131.66 - $144.0 $10K - $10.9K
1.02K $134K
DFAT
Dimensional ETF Tr U S Target

ETFs
-369
- 2.47%
$54.54 - $61.04 $20.1K - $22.5K
14.6K $811K
FIX
Comfort Systems Usa Inc

Industrials
-218
- 9.76%
$370.68 - $504.12 $80.8K - $110K
2.02K $854K
HYG
Ishares Tr

ETFs
-27
- 0.53%
$78.09 - $80.04 $2.11K - $2.16K
5.06K $397K
IEMG
Ishares Inc

ETFs
-177
- 5.07%
N/A
3.31K $177K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-214
- 2.01%
$78.43 - $87.17 $16.8K - $18.7K
10.4K $834K
LNT
Alliant Energy Corp

Utilities
-14
- 0.35%
$56.24 - $63.63 $787 - $891
3.93K $232K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-154
- 2.46%
$72.62 - $77.83 $11.2K - $12K
6.1K $451K
QJUN
First Tr ETF
-1.36K
- 4.31%
$26.78 - $28.75 $36.5K - $39.2K
30.3K $848K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-35
- 0.32%
$34.25 - $37.94 $1.2K - $1.33K
11K $400K
GRMN
Garmin LTD

Technology
-639
- 14.95%
$161.91 - $220.77 $103K - $141K
3.63K $749K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-320
- 3.59%
$71.55 - $82.8 $22.9K - $26.5K
8.59K $645K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-12
- 0.83%
$60.51 - $65.57 $726 - $787
1.43K $87K
PH
Parker Hannifin Corp

Industrials
-13
- 0.73%
$621.74 - $709.46 $8.08K - $9.22K
1.76K $1.12M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2
- 0.1%
$100.22 - $100.73 $200 - $201
2.1K $210K
CGMS
Capital Grp Core Plus Income E
-39.8K
- 18.94%
N/A
170K $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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