Oregon Pacific Wealth Management, LLC RSSB Holdings History
Oregon Pacific Wealth Management, LLC's Return Stacked Global Stocks & Bonds ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 275,827.00 shares of Return Stacked Global Stocks & Bonds ETF(RSSB), totaling $7.23 Mil. This investment constitutes 6.84% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 2.43% of the outstanding Return Stacked Global Stocks & Bonds ETF(RSSB) stock.
The initial trade took place in 2024Q4. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of RSSB, at an average price of $24.20, for a total of 287,766.00 shares. In addition, there have been 1 sales at an average price of $24.04 for 11,939.00 shares. Based on historical transaction data and RSSB's current price of $26.08, Oregon Pacific Wealth Management, LLC's estimated gain on his RSSB holdings is $516,432.28, reflecting a 7.42% gain to date.
Oregon Pacific Wealth Management, LLC RSSB ($26.08) Holding Chart
Oregon Pacific Wealth Management, LLC RSSB ($26.08) 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
