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Dogwood Wealth Management’s Okta OKTA Stock Holding History

Dogwood Wealth Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– – – 563
2024
Q2 		– Hold
0
– – – 520
2024
Q1 		– Hold
0
– – – 521
2023
Q4 		– Hold
0
– – – 565

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American Century Companies
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CIP
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First Trust Advisors
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State Street
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Marshall Wace
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EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return