SilverOak Wealth Management »

Square Inc cl a shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (SQ) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak Wealth Management investment in Square Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Square Inc cl a held by SilverOak Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Square Inc cl a by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 2.8k 84.58
2023-12-31 $216k 2.8k 77.35

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
H.B. Fuller Company (FUL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Grw Etf (IWF)
CMS Energy Corporation (CMS)

View all positions for SilverOak Wealth Management

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
FMR
Morgan Stanley
Sands Capital Management
Susquehanna International
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Wellington Management Company
Nikko Asset Management Americas
Geode Capital Management
Jpmorgan Chase & Co
Citadel Advisors
Loomis, Sayles and
Baillie Gifford & Co

View all funds holding Square Inc cl a