Selective Wealth Management, Inc. Mv Oil Trust Transaction History
Selective Wealth Management, Inc.
- $233 Million
- Q1 2024
A detailed history of Selective Wealth Management, Inc. transactions in Mv Oil Trust stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 63,186 shares of MVO stock, worth $590,789. This represents 0.29% of its overall portfolio holdings.
Number of Shares
63,186
Previous 65,556
3.62%
Holding current value
$590,789
Previous $787,000
14.23%
% of portfolio
0.29%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding MVO
# of Institutions
27Shares Held
310KCall Options Held
0Put Options Held
0-
Symphony Financial, Ltd. Co.67.1KShares$627,4130.17% of portfolio
-
Cambridge Investment Research Advisors, Inc.28.2KShares$263,6410.0% of portfolio
-
Black Rock Inc. New York, NY27.7KShares$259,2660.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA24.7KShares$230,4960.0% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN19KShares$177,2470.03% of portfolio
About MV Oil Trust
- Ticker MVO
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas E&P
- Shares Outstandng 11,500,000
- Market Cap $108M
- Description
- MV Oil Trust acquires and holds net profits interests in the oil and natural gas properties of MV Partners, LLC. Its properties include approximately 860 producing oil and gas wells located in the Mid-Continent region in the states of Kansas and Colorado. The company was incorporated in 2006 and is based in Houston, Texas.