Oregon Pacific Wealth Management, LLC DSTL Holdings History
Oregon Pacific Wealth Management, LLC's Distillate U.S. Fundamental Stability & Value ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 4,264.00 shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $236,010.00. This investment constitutes 0.22% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0.01% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $55.50 for 96,075.00 shares. Based on historical transaction data and DSTL's current price of $55.49, Oregon Pacific Wealth Management, LLC's estimated gain on his DSTL holdings is $-136,956.08, reflecting a -2.40% gain to date.
Oregon Pacific Wealth Management, LLC DSTL ($55.49) Holding Chart
Oregon Pacific Wealth Management, LLC DSTL ($55.49) 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 % | |||
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