Oregon Pacific Wealth Management, LLC HARTFORD FDS EXCHANGE TRADED Transaction History

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025
Number of Shares
7,334
Previous 7,041 4.16%
Holding current value
$285 Million
Previous $274 Million 3.92%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Apr 28, 2025
BUY
N/A
293 Added 4.16%
7,334 $285 Million
Q4 2024

Jan 24, 2025
BUY
N/A
7,041 New
7,041 $274 Million
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