Oregon Pacific Wealth Management, LLC Strategy Shs Newfound/Resolve Transaction History
Oregon Pacific Wealth Management, LLC
- $100 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding ROMO
# of Institutions
13Shares Held
884KCall Options Held
0Put Options Held
0-
Wj Interests, LLC Sugar Land, TX450KShares$14 Million8.14% of portfolio
-
Cwm, LLC231KShares$7.18 Million0.03% of portfolio
-
Lifeworks Advisors, LLC Grand Rapids, MI60.8KShares$1.89 Million0.32% of portfolio
-
Innova Wealth Partners57.9KShares$1.8 Million1.22% of portfolio
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Financial Enhancement Group LLC Anderson, IN50.2KShares$1.56 Million0.26% of portfolio