Silver Oak Wealth Management LLC CAPITAL GROUP NEW GEOGRAPHY Transaction History

Silver Oak Wealth Management LLC

  • $638 Billion
  • Q4 2025
Number of Shares
281,216
Previous 106,054 165.16%
Holding current value
$8.98 Billion
Previous $3.28 Billion 174.0%
% of portfolio
1.41%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
N/A
175,162 Added 165.16%
281,216 $8.98 Billion
Q3 2025

Oct 24, 2025
BUY
N/A
106,054 New
106,054 $3.28 Billion
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