Sky Oak Wealth, LLC Strategy Shs Day Hagan/Ned Dav Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
A detailed history of Sky Oak Wealth, LLC transactions in Strategy Shs Day Hagan/Ned Dav stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 169,064 shares of SSUS stock, worth $7.32 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
169,064
Previous 169,607
0.32%
Holding current value
$7.32 Million
Previous $6.7 Million
4.92%
% of portfolio
1.58%
Previous 1.57%
Shares
11 transactions
Others Institutions Holding SSUS
# of Institutions
69Shares Held
12.4MCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC1.27MShares$55.1 Million0.68% of portfolio
-
Cwm, LLC976KShares$42.3 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A6942KShares$40.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL886KShares$38.4 Million0.05% of portfolio
-
Iht Wealth Management, LLC Chicago, IL842KShares$36.5 Million1.02% of portfolio