Oregon Pacific Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Oregon Pacific Wealth Management, LLC
- $100 Billion
- Q1 2025
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 7,344 shares of PTLC stock, worth $357,579. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,344
Previous 7,413
0.93%
Holding current value
$357,579
Previous $396 Million
4.62%
% of portfolio
0.38%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding PTLC
# of Institutions
249Shares Held
46.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$296 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$235 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.67MShares$227 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.48MShares$121 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$119 Million0.05% of portfolio