Oregon Pacific Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History
Oregon Pacific Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 27,543 shares of DDWM stock, worth $1.09 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
27,543
Previous 28,438
3.15%
Holding current value
$1.09 Million
Previous $978 Million
3.64%
% of portfolio
1.01%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding DDWM
# of Institutions
99Shares Held
9.28MCall Options Held
0Put Options Held
0-
Hennion & Walsh Asset Management, Inc.1.18MShares$46.3 Million2.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC727KShares$28.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL629KShares$24.8 Million0.01% of portfolio
-
Fundamentun, LLC Beachwood, OH545KShares$21.5 Million1.16% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$20.9 Million0.03% of portfolio