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 214,884 shares of XMMO stock, worth $26.1 Million. This represents 17.15% of its overall portfolio holdings.
Number of Shares
214,884
Previous 166,822
28.81%
Holding current value
$26.1 Million
Previous $20.1 Billion
32.24%
% of portfolio
17.15%
Previous 16.33%
Shares
4 transactions
Others Institutions Holding XMMO
# of Institutions
380Shares Held
23.1MCall Options Held
1.2KPut Options Held
700-
Envestnet Asset Management Inc3.72MShares$451 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.68MShares$325 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.69MShares$205 Million0.02% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.06MShares$129 Million0.95% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$101 Million0.02% of portfolio