Oregon Pacific Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 13,487 shares of USXF stock, worth $679,475. This represents 0.66% of its overall portfolio holdings.
Number of Shares
13,487Holding current value
$679,475% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding USXF
# of Institutions
245Shares Held
19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$229 Million0.07% of portfolio
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Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.5 Million0.24% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.4 Million1.11% of portfolio
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Lpl Financial LLC Fort Mill, SC586KShares$29.5 Million0.01% of portfolio