Oregon Pacific Wealth Management, LLC PIMCO ETF TR Transaction History

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025
Number of Shares
14,866
Previous 135,340 89.02%
Holding current value
$399 Million
Previous $3.59 Billion 88.89%
% of portfolio
0.34%
Previous 3.4%

Shares

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

Oct 22, 2025
SELL
N/A
-120,474 Reduced 89.02%
14,866 $399 Million
Q2 2025

Jul 15, 2025
SELL
N/A
-3,499 Reduced 2.52%
135,340 $3.59 Billion
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
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