Oregon Pacific Wealth Management, LLC EA SERIES TRUST Transaction History

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025
Number of Shares
131,302
Previous 182,455 28.04%
Holding current value
$4.63 Billion
Previous $6.31 Billion 26.59%
% of portfolio
4.78%
Previous 5.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
N/A
-51,153 Reduced 28.04%
131,302 $4.63 Billion
Q3 2025

Oct 22, 2025
BUY
N/A
6,051 Added 3.43%
182,455 $6.31 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
11,591 Added 7.03%
176,404 $5.68 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
164,813 New
164,813 $4.82 Billion
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