Oregon Pacific Wealth Management, LLC ETF Ser Solutions Aam Low Dura Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 19,484 shares of PFLD stock, worth $382,081. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,484
Previous 18,985
2.63%
Holding current value
$382,081
Previous $372 Million
3.1%
% of portfolio
0.33%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding PFLD
# of Institutions
79Shares Held
14.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.12MShares$100 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.57MShares$50.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC955KShares$18.7 Million0.01% of portfolio
-
Rainey & Randall Investment Management Inc. Celebration, FL657KShares$12.9 Million2.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL534KShares$10.5 Million0.0% of portfolio