Oxford Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Oxford Wealth Group, LLC

$155 Billion
Q4 2024

A detailed history of Oxford Wealth Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Oxford Wealth Group, LLC holds 107,208 shares of RWJ stock, worth $4.59 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

107,208

Previous 32,544 229.42%

Holding current value

$4.59 Million

Previous $1.49 Billion 229.79%

% of portfolio

3.17%

Previous 1.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$44.2 - $49.46 $3.3 Million - $3.69 Million	74,664 Added 229.42%	107,208 $4.91 Billion
Q3 2024 Nov 12, 2024	SELL	$39.15 - $46.02 $210,313 - $247,219	-5,372 Reduced 14.17%	32,544 $1.49 Billion
Q2 2024 Aug 12, 2024	BUY	$39.16 - $42.3 $488,716 - $527,904	12,480 Added 49.06%	37,916 $1.52 Billion
Q1 2024 May 16, 2024	BUY	$38.56 - $42.81 $980,812 - $1.09 Million	25,436 New	25,436 $1.09 Billion

Others Institutions Holding RWJ

# of Institutions

210

Shares Held

23.4M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
Sector ETFs
Industry ETFs

More about RWJ

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Oxford Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History