Oregon Pacific Wealth Management, LLC ACIO Holdings History
Oregon Pacific Wealth Management, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 63,627.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $2.63 Mil. This investment constitutes 2.49% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0.13% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2025Q1. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of ACIO, at an average price of $40.20, for a total of 64,924.00 shares. In addition, there have been 1 sales at an average price of $39.31 for 1,297.00 shares. Based on historical transaction data and ACIO's current price of $41.59, Oregon Pacific Wealth Management, LLC's estimated gain on his ACIO holdings is $87,287.20, reflecting a 3.34% gain to date.
Oregon Pacific Wealth Management, LLC ACIO ($41.59) Holding Chart
Oregon Pacific Wealth Management, LLC ACIO ($41.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
