Oregon Pacific Wealth Management, LLC TOUCHSTONE ETF TRUST Transaction History

Oregon Pacific Wealth Management, LLC

  • $100 Billion
  • Q1 2025
Number of Shares
73,417
Previous 59,287 23.83%
Holding current value
$1.89 Billion
Previous $1.51 Billion 25.66%
% of portfolio
1.89%
Previous 1.48%

Shares

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