OXFORD FINANCIAL GROUP, LTD. LLC DSTL Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's Distillate U.S. Fundamental Stability & Value ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 1.63 Mil shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $88.36 Mil. This investment constitutes 6.2% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 4.7% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.
The initial trade took place in 2023Q3. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 4 purchases of DSTL, at an average price of $45.97, for a total of 1.70 Mil shares. In addition, there have been 3 sales at an average price of $55.05 for 72,165.00 shares. Based on historical transaction data and DSTL's current price of $55.49, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his DSTL holdings is $16.16 Mil, reflecting a 20.67% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC DSTL ($55.49) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC DSTL ($55.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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