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 32,544 shares of RWJ stock, worth $1.49 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
32,544
Previous 37,916 14.17%
Holding current value
$1.49 Million
Previous $1.52 Billion 2.09%
% of portfolio
1.21%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
Track This Portfolio

Track Oxford Wealth Group, LLC Portfolio

Follow Oxford Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Wealth Group, LLC with notifications on news.