Oregon Pacific Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 7,413 shares of PTLC stock, worth $410,828. This represents 0.39% of its overall portfolio holdings.
Number of Shares
7,413Holding current value
$410,828% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
220Shares Held
40.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$335 Million0.03% of portfolio
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Morgan Stanley New York, NY4.47MShares$248 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.24MShares$179 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.36MShares$131 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.98MShares$110 Million9.5% of portfolio