Oregon Pacific Wealth Management, LLC Wisdomtree Tr Efficient Gold P Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 20,926 shares of GDE stock, worth $838,714. This represents 0.76% of its overall portfolio holdings.
Number of Shares
20,926Holding current value
$838,714% of portfolio
0.76%Shares
1 transactions
Others Institutions Holding GDE
# of Institutions
16Shares Held
434KCall Options Held
0Put Options Held
0-
Wealthcare Advisory Partners LLC West Chester, PA178KShares$7.12 Million0.19% of portfolio
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Mc Grath & Associates, Inc. Asheville, NC62.4KShares$2.5 Million4.67% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA59.3KShares$2.38 Million0.0% of portfolio
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Magnolia Private Wealth, LLC Philadelphia, PA39.6KShares$1.59 Million1.26% of portfolio
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Worth Asset Management, LLC22KShares$883,0020.47% of portfolio