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Oracle Corporation shares owned by Independent Solutions Wealth Management

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Independent Solutions Wealth Management from 13F filings

Historical chart of Independent Solutions Wealth Management investment in Oracle Corporation

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All positions including Oracle Corporation held by Independent Solutions Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 1.3k 170.40
2023-09-30 $364k 3.4k 105.92
2023-06-30 $336k 2.8k 119.09
2023-03-31 $261k 2.8k 92.92

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Ishares Tr 1 3 Yr Treas Bd (SHY)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Broadcom (AVGO)
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View all positions for Independent Solutions Wealth Management

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Franklin Resources
Fisher Investments
Northern Trust
Bank of America Corporation
Henderson Group
Goldman Sachs Group
First Eagle Investment Management
Bank of New York Mellon

View all funds holding Oracle Corporation