Oregon Pacific Wealth Management, LLC EA SERIES TRUST Transaction History

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025
Number of Shares
176,404
Previous 164,813 7.03%
Holding current value
$5.68 Billion
Previous $4.82 Billion 17.78%
% of portfolio
5.38%
Previous 4.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
11,591 Added 7.03%
176,404 $5.68 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
164,813 New
164,813 $4.82 Billion
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