Oregon Pacific Wealth Management, LLC Wisdomtree Tr Efficient Gold P Transaction History

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 24,703 shares of GDE stock, worth $1.05 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
24,703
Previous 20,926 18.05%
Holding current value
$1.05 Million
Previous $776 Million 30.65%
% of portfolio
1.01%
Previous 0.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$37.13 - $42.37 $140,240 - $160,031
3,777 Added 18.05%
24,703 $1.01 Billion
Q4 2024

Jan 24, 2025
BUY
$36.06 - $40.96 $754,591 - $857,128
20,926 New
20,926 $776 Million

Others Institutions Holding GDE

# of Institutions
22
Shares Held
736K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EFFICIENT GOLD P

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