Oregon Pacific Wealth Management, LLC ETF Ser Solutions Aam Low Dura Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 18,985 shares of PFLD stock, worth $371,346. This represents 0.35% of its overall portfolio holdings.
Number of Shares
18,985
Previous 19,665
3.46%
Holding current value
$371,346
Previous $397 Million
6.28%
% of portfolio
0.35%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding PFLD
# of Institutions
76Shares Held
15.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.68MShares$111 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$44.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$24.3 Million0.01% of portfolio
-
Rainey & Randall Investment Management Inc. Celebration, FL671KShares$13.1 Million2.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL586KShares$11.5 Million0.0% of portfolio