Oregon Pacific Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 152,461 shares of PPI stock, worth $2.91 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
152,461Holding current value
$2.91 Million% of portfolio
2.41%Shares
1 transactions
Others Institutions Holding PPI
# of Institutions
44Shares Held
3.01MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.981KShares$18.7 Million6.34% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC745KShares$14.2 Million4.16% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA172KShares$3.28 Million1.83% of portfolio
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Lpl Financial LLC Fort Mill, SC81.1KShares$1.55 Million0.0% of portfolio
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Latitude Advisors, LLC69.8KShares$1.33 Million0.69% of portfolio