Oregon Pacific Wealth Management, LLC EA SERIES TRUST Transaction History

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025
Number of Shares
182,455
Previous 176,404 3.43%
Holding current value
$6.31 Billion
Previous $5.68 Billion 11.02%
% of portfolio
5.45%
Previous 5.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
6,051 Added 3.43%
182,455 $6.31 Billion
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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