OXFORD FINANCIAL GROUP, LTD. LLC REET Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's iShares Global REIT ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 55,614.00 shares of iShares Global REIT ETF(REET), totaling $1.35 Mil. This investment constitutes 0.09% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.04% of the outstanding iShares Global REIT ETF(REET) stock.
The initial trade took place in 2021Q2. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 5 purchases of REET, at an average price of $22.49, for a total of 3.02 Mil shares. In addition, there have been 10 sales at an average price of $25.29 for 2.96 Mil shares. Based on historical transaction data and REET's current price of $24.77, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his REET holdings is $8.43 Mil, reflecting a 12.43% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC REET ($24.77) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC REET ($24.77) 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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