Oregon Pacific Wealth Management, LLC ROE Holdings History
Oregon Pacific Wealth Management, LLC's Astoria US Equal Weight Quality Kings ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 176,404.00 shares of Astoria US Equal Weight Quality Kings ETF(ROE), totaling $5.68 Mil. This investment constitutes 5.38% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 3.3% of the outstanding Astoria US Equal Weight Quality Kings ETF(ROE) stock.
The initial trade took place in 2025Q1. And since then Oregon Pacific Wealth Management, LLC has made 2 purchases of ROE, at an average price of $30.72, for a total of 176,404.00 shares. Based on historical transaction data and ROE's current price of $32.33, Oregon Pacific Wealth Management, LLC's estimated gain on his ROE holdings is $284,347.13, reflecting a 5.25% gain to date.
Oregon Pacific Wealth Management, LLC ROE ($32.33) Holding Chart
Oregon Pacific Wealth Management, LLC ROE ($32.33) 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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