Oregon Pacific Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 8,480 shares of TACK stock, worth $239,729. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,480Holding current value
$239,729% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding TACK
# of Institutions
29Shares Held
5.89MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$70.3 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$37.7 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO541KShares$15.3 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.4 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS358KShares$10.1 Million0.02% of portfolio