Oregon Pacific Wealth Management, LLC TOUCHSTONE ETF TRUST Transaction History

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025
Number of Shares
71,871
Previous 73,417 2.11%
Holding current value
$1.88 Billion
Previous $1.89 Billion 0.76%
% of portfolio
1.78%
Previous 1.89%

Shares

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

Jul 15, 2025
SELL
N/A
-1,546 Reduced 2.11%
71,871 $1.88 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
14,130 Added 23.83%
73,417 $1.89 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
59,287 New
59,287 $1.51 Billion
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