Oregon Pacific Wealth Management, LLC
Position in RTRE — Rareview Total Return Bond ETF
CIK 2043757
Medford, OR
All Filings in RTRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RTRE | $1,464,572 | 58,501 | Shares | Other | 2026-04-23 | |
| 2025-12-31 RTRE | $789,992 | 31,298 | Shares | Other | 2026-01-16 | |
| 2025-09-30 RTRE | $945,395 | 37,213 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||