Oregon Pacific Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Oregon Pacific Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 30,352 shares of SUSC stock, worth $702,041. This represents 0.7% of its overall portfolio holdings.
Number of Shares
30,352
Previous 30,722
1.2%
Holding current value
$702,041
Previous $698 Million
0.27%
% of portfolio
0.7%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
285Shares Held
40.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$173 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.67MShares$84.9 Million0.01% of portfolio
-
Wealthfront Advisers LLC2.61MShares$60.5 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$44.1 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.9 Million0.18% of portfolio