Oregon Pacific Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 8,257 shares of USFR stock, worth $415,409. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,257
Previous 9,182 10.07%
Holding current value
$415,409
Previous $462 Million 10.06%
% of portfolio
0.42%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$50.29 - $50.5 $46,518 - $46,712
-925 Reduced 10.07%
8,257 $416 Million
Q4 2024

Jan 24, 2025
BUY
$50.23 - $50.46 $461,211 - $463,323
9,182 New
9,182 $462 Million

Others Institutions Holding USFR

# of Institutions
605
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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