Oregon Pacific Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Oregon Pacific Wealth Management, LLC
- $96.8 Billion
- Q4 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 31,448 shares of SUSC stock, worth $735,254. This represents 0.76% of its overall portfolio holdings.
Number of Shares
31,448
Previous 29,989
4.87%
Holding current value
$735,254
Previous $707 Million
4.08%
% of portfolio
0.76%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding SUSC
# of Institutions
298Shares Held
45.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio