Oregon Pacific Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
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 30,722 shares of SUSC stock, worth $707,220. This represents 0.68% of its overall portfolio holdings.
Number of Shares
30,722Holding current value
$707,220% of portfolio
0.68%Shares
1 transactions
Others Institutions Holding SUSC
# of Institutions
283Shares Held
40.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.48MShares$172 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.42MShares$78.8 Million0.01% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.53MShares$58.3 Million0.21% of portfolio
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Wealthfront Advisers LLC2.38MShares$54.8 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC1.74MShares$40 Million0.02% of portfolio