Oregon Pacific Wealth Management, LLC Wisdomtree Tr Interest Rate He Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 21,523 shares of HYZD stock, worth $482,976. This represents 0.42% of its overall portfolio holdings.
Number of Shares
21,523
Previous 21,547
0.11%
Holding current value
$482,976
Previous $482 Million
0.3%
% of portfolio
0.42%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding HYZD
# of Institutions
63Shares Held
5.89MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.39MShares$31.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$25.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$16.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc350KShares$7.85 Million0.0% of portfolio
-
National Asset Management, Inc. Boca Raton, FL274KShares$6.16 Million0.06% of portfolio