NORTHERN OAK WEALTH MANAGEMENT INC
Holdings in WU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,522,313 | 485,748 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $4,415,753 | 552,660 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $4,838,561 | 574,651 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $6,050,448 | 571,876 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $5,120,934 | 483,107 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $6,446,828 | 540,388 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $6,009,698 | 491,792 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $4,808,924 | 343,986 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $634,132 | 53,199 | Shares | Sole | 2024-01-11 |
| 2023-09-30 | $740,821 | 56,208 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $665,044 | 56,696 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $501,125 | 44,944 | Shares | Sole | 2023-05-09 |
| 2022-06-30 | $2,206 | 134 | Shares | Sole | 2022-08-16 |