OakTrust Wealth Advisors, LLC
Position in ALLW — State Street(R) Bridgewater(R) All Weather(R) ETF
CIK 2113908
WILTON, CT
All Filings in ALLW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,239 | 20,507 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $598,118 | 20,732 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $458,918 | 16,694 | Shares | Sole | 2026-02-27 | |
| No filing history on record for this holder in this stock. | ||||||