Oregon Pacific Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 2,989 shares of QUAL stock, worth $587,906. This represents 0.52% of its overall portfolio holdings.
Number of Shares
2,989
Previous 1,502
99.0%
Holding current value
$587,906
Previous $257 Million
112.89%
% of portfolio
0.52%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,654Shares Held
252MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.39 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.83 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.99 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.47 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.39 Billion0.84% of portfolio