Oregon Pacific Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 4,671 shares of FIXD stock, worth $200,152. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,671Holding current value
$200,152% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding FIXD
# of Institutions
356Shares Held
100MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$533 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$404 Million0.2% of portfolio
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Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
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Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
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Ubs Group Ag3.92MShares$168 Million0.04% of portfolio