Oregon Pacific Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 150,053 shares of PPI stock, worth $2.76 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
150,053
Previous 152,461 1.58%
Holding current value
$2.76 Million
Previous $2.79 Billion 0.04%
% of portfolio
2.89%
Previous 2.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$18.36 - $19.17 $44,210 - $46,161
-2,408 Reduced 1.58%
150,053 $2.79 Billion
Q3 2025

Oct 22, 2025
BUY
$16.28 - $18.33 $2.48 Million - $2.79 Million
152,461 New
152,461 $2.79 Billion

Others Institutions Holding PPI

# of Institutions
47
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MNGERS SER TR II AX

PPI Quotes by TradingView
  • Ticker PPI
  • Sector ETFs
  • Industry ETFs
More about PPI
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