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

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025
Number of Shares
7,069
Previous 7,334 3.61%
Holding current value
$275 Million
Previous $285 Million 3.53%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Jul 15, 2025
SELL
N/A
-265 Reduced 3.61%
7,069 $275 Million
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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