Oxford Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Oxford Wealth Group, LLC
- $123 Billion
- Q3 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 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
Others Institutions Holding RWJ
# of Institutions
190Shares Held
20.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.91MShares$133 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.22MShares$102 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.9MShares$86.9 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.33MShares$60.8 Million5.62% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$59 Million0.08% of portfolio