A detailed history of Oregon Pacific Wealth Management, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 18,985 shares of PFLD stock, worth $371,346. This represents 0.35% of its overall portfolio holdings.

Number of Shares
18,985
Previous 19,665 3.46%
Holding current value
$371,346
Previous $397 Million 6.28%
% of portfolio
0.35%
Previous 0.4%

Shares

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

Jul 15, 2025

SELL
$19.39 - $20.21 $13,185 - $13,742
-680 Reduced 3.46%
18,985 $372 Million
Q1 2025

Apr 28, 2025

BUY
$20.2 - $20.86 $12,079 - $12,474
598 Added 3.14%
19,665 $397 Million
Q4 2024

Jan 24, 2025

BUY
$20.56 - $21.33 $392,017 - $406,699
19,067 New
19,067 $392 Million

Others Institutions Holding PFLD

About ETF SER SOLUTIONS AAM LOW DURA


  • Ticker PFLD
  • Sector ETFs
  • Industry ETFs
More about PFLD
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.