Oak Wealth Advisors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnorthbrook, IL
- CIK0002056728
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
59 | $130.00M | AVUS, IVV, AVDE, DFAI | 13F-HR | Feb 14, 2025 | 000205672825000009 |