Number of Shares
101,002.00
Current Holdings Value*
$2.73 Mil
% of Portfolio
2.59%
Total Estimate Gain
$211,055.60
% of Total Estimate Gain
8.25%

Oregon Pacific Wealth Management, LLC's Astoria US Quality Growth Kings ETF Holding Summary

As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 101,002.00 shares of Astoria US Quality Growth Kings ETF(GQQQ), totaling $2.73 Mil. This investment constitutes 2.59% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 3.78% of the outstanding Astoria US Quality Growth Kings ETF(GQQQ) stock.

The initial trade took place in 2025Q1. And since then Oregon Pacific Wealth Management, LLC has made 2 purchases of GQQQ, at an average price of $25.32, for a total of 101,002.00 shares. Based on historical transaction data and GQQQ's current price of $27.41, Oregon Pacific Wealth Management, LLC's estimated gain on his GQQQ holdings is $211,055.60, reflecting a 8.25% gain to date.

Oregon Pacific Wealth Management, LLC GQQQ ($27.41) Holding Chart

Oregon Pacific Wealth Management, LLC GQQQ ($27.41) 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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