Oregon Pacific Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 9,182 shares of USFR stock, worth $462,405. This represents 0.45% of its overall portfolio holdings.
Number of Shares
9,182Holding current value
$462,405% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
552Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio