Oregon Pacific Wealth Management, LLC Wisdomtree Tr Efficient Gold P Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 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 23,296 shares of GDE stock, worth $1.17 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
23,296
Previous 24,703
5.7%
Holding current value
$1.17 Million
Previous $1.01 Billion
8.34%
% of portfolio
1.04%
Previous 1.01%
Shares
3 transactions
Others Institutions Holding GDE
# of Institutions
28Shares Held
5.15MCall Options Held
0Put Options Held
0-
Mainstay Capital Management LLC3.39MShares$170 Million8.05% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO667KShares$33.5 Million4.75% of portfolio
-
Churchill Management Corp218KShares$11 Million0.11% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA164KShares$8.24 Million0.19% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA137KShares$6.9 Million16.71% of portfolio