Oregon Pacific Wealth Management, LLC TIDAL TR II Transaction History

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025
Number of Shares
118,233
Previous 275,827 57.14%
Holding current value
$3.33 Billion
Previous $7.23 Billion 53.91%
% of portfolio
2.88%
Previous 6.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
N/A
-157,594 Reduced 57.14%
118,233 $3.33 Billion
Q2 2025

Jul 15, 2025
SELL
N/A
-11,939 Reduced 4.15%
275,827 $7.23 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
28,246 Added 10.88%
287,766 $6.74 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
259,520 New
259,520 $6.03 Billion
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