Oregon Pacific Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 153,235 shares of SPDW stock, worth $6.63 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
153,235Holding current value
$6.63 Million% of portfolio
5.67%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,176Shares Held
584MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio