Oregon Pacific Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Oregon Pacific Wealth Management, LLC
- $96.8 Billion
- Q4 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 3,987 shares of QUAL stock, worth $774,993. This represents 0.82% of its overall portfolio holdings.
Number of Shares
3,987
Previous 4,133
3.53%
Holding current value
$774,993
Previous $804 Million
1.49%
% of portfolio
0.82%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,705Shares Held
228MCall Options Held
22.4KPut Options Held
17.3K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio