Oregon Pacific Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 12,542 shares of USXF stock, worth $714,517. This represents 0.62% of its overall portfolio holdings.
Number of Shares
12,542
Previous 13,957
10.14%
Holding current value
$714,517
Previous $753 Million
4.51%
% of portfolio
0.62%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding USXF
# of Institutions
284Shares Held
16.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.7MShares$154 Million0.05% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$153 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC882KShares$50.3 Million0.02% of portfolio
-
Sei Investments CO Oaks, PA776KShares$44.2 Million0.05% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA667KShares$38 Million1.21% of portfolio