Oregon Pacific Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 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 29,989 shares of SUSC stock, worth $701,142. This represents 0.61% of its overall portfolio holdings.
Number of Shares
29,989
Previous 29,761
0.77%
Holding current value
$701,142
Previous $691 Million
2.2%
% of portfolio
0.61%
Previous 0.65%
Shares
4 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio