Oregon Pacific Wealth Management, LLC HARTFORD FDS EXCHANGE TRADED Transaction History

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025
Number of Shares
6,559
Previous 7,094 7.54%
Holding current value
$255 Million
Previous $276 Million 7.5%
% of portfolio
0.26%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
N/A
-535 Reduced 7.54%
6,559 $255 Million
Q3 2025

Oct 22, 2025
BUY
N/A
25 Added 0.35%
7,094 $276 Million
Q2 2025

Jul 15, 2025
SELL
N/A
-265 Reduced 3.61%
7,069 $275 Million
Q1 2025

Apr 28, 2025
BUY
N/A
293 Added 4.16%
7,334 $285 Million
Q4 2024

Jan 24, 2025
BUY
N/A
7,041 New
7,041 $274 Million
Track This Portfolio

Track Oregon Pacific Wealth Management, LLC Portfolio

Follow Oregon Pacific Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oregon Pacific Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oregon Pacific Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email