Oregon Pacific Wealth Management, LLC Wisdomtree Tr Interest Rate He Transaction History
Oregon Pacific Wealth Management, LLC
- $96.8 Billion
- Q4 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 20,165 shares of HYZD stock, worth $452,502. This represents 0.47% of its overall portfolio holdings.
Number of Shares
20,165
Previous 21,523
6.31%
Holding current value
$452,502
Previous $484 Million
6.1%
% of portfolio
0.47%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding HYZD
# of Institutions
64Shares Held
5.9MCall 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