Oregon Pacific Wealth Management, LLC PIMCO ETF TR Transaction History

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025
Number of Shares
138,839
Previous 116,392 19.29%
Holding current value
$3.66 Billion
Previous $3.02 Billion 21.26%
% of portfolio
3.66%
Previous 2.96%

Shares

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

Apr 28, 2025
BUY
N/A
22,447 Added 19.29%
138,839 $3.66 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
116,392 New
116,392 $3.02 Billion
Track This Portfolio

Track Oregon Pacific Wealth Management, LLC Portfolio

Follow Oregon Pacific Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oregon Pacific Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oregon Pacific Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email