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 166,822 shares of XMMO stock, worth $20.8 Million. This represents 16.33% of its overall portfolio holdings.

Number of Shares
166,822
Previous 214,735 22.31%
Holding current value
$20.8 Million
Previous $24.5 Billion 17.99%
% of portfolio
16.33%
Previous 16.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$110.22 - $120.89 $5.28 Million - $5.79 Million
-47,913 Reduced 22.31%
166,822 $20.1 Billion
Q2 2024

Aug 12, 2024

BUY
$106.61 - $117.53 $5.84 Million - $6.43 Million
54,747 Added 34.22%
214,735 $24.5 Billion
Q1 2024

May 16, 2024

BUY
$87.09 - $114.86 $13.9 Million - $18.4 Million
159,988 New
159,988 $18.4 Billion

Others Institutions Holding XMMO

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XMMO
  • Sector ETFs
  • Industry ETFs
More about XMMO
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.