Oregon Pacific Wealth Management, LLC TIDAL TR II Transaction History

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025
Number of Shares
12,908
Previous 168,698 92.35%
Holding current value
$342 Million
Previous $3.93 Billion 91.32%
% of portfolio
0.3%
Previous 3.72%

Shares

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

Oct 22, 2025
SELL
N/A
-155,790 Reduced 92.35%
12,908 $342 Million
Q2 2025

Jul 15, 2025
SELL
N/A
-10,977 Reduced 6.11%
168,698 $3.93 Billion
Q1 2025

Apr 28, 2025
SELL
N/A
-49,226 Reduced 21.51%
179,675 $3.97 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
228,901 New
228,901 $5.47 Billion
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