Oregon Pacific Wealth Management, LLC FYLD Holdings History
Oregon Pacific Wealth Management, LLC's Cambria Foreign Shareholder Yield ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 104,988.00 shares of Cambria Foreign Shareholder Yield ETF(FYLD), totaling $3.07 Mil. This investment constitutes 2.91% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0.77% of the outstanding Cambria Foreign Shareholder Yield ETF(FYLD) stock.
The initial trade took place in 2024Q4. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of FYLD, at an average price of $26.32, for a total of 109,043.00 shares. In addition, there have been 1 sales at an average price of $27.52 for 4,055.00 shares. Based on historical transaction data and FYLD's current price of $29.48, Oregon Pacific Wealth Management, LLC's estimated gain on his FYLD holdings is $336,835.87, reflecting a 11.74% gain to date.
Oregon Pacific Wealth Management, LLC FYLD ($29.48) Holding Chart
Oregon Pacific Wealth Management, LLC FYLD ($29.48) 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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