Oregon Pacific Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 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 13,957 shares of USXF stock, worth $783,127. This represents 0.71% of its overall portfolio holdings.
Number of Shares
13,957
Previous 14,094
0.97%
Holding current value
$783,127
Previous $658 Million
14.43%
% of portfolio
0.71%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding USXF
# of Institutions
271Shares Held
20.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.17MShares$290 Million0.08% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$151 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$65.1 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA770KShares$43.2 Million0.17% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA673KShares$37.8 Million1.22% of portfolio