OakTrust Wealth Advisors, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 2113908
WILTON, CT
Position in ALLW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$600,239
+$2,121 QoQ
Shares Held
20,507
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#49
of 86 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
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. | ||||||