Oregon Pacific Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 15,939 shares of NTSX stock, worth $862,937. This represents 0.74% of its overall portfolio holdings.
Number of Shares
15,939
Previous 16,739
4.78%
Holding current value
$862,937
Previous $838 Million
2.56%
% of portfolio
0.74%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding NTSX
# of Institutions
101Shares Held
14MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC5.48MShares$297 Million14.61% of portfolio
-
Cwm, LLC1.37MShares$74.1 Million0.22% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA941KShares$51 Million1.11% of portfolio
-
Rational Advisors LLC Huntington, NY714KShares$38.6 Million4.54% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS704KShares$38.1 Million0.43% of portfolio