Oxford Wealth Group, LLC XMMO Holdings History
Oxford Wealth Group, LLC's Invesco S&P MidCap Momentum ETF Holding Summary
As of 2024-12-31, Oxford Wealth Group, LLC held 214,884.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $26.54 Mil. This investment constitutes 17.15% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0.6% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.
The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 2 purchases of XMMO, at an average price of $108.44, for a total of 262,797.00 shares. In addition, there have been 1 sales at an average price of $115.97 for 47,913.00 shares. Based on historical transaction data and XMMO's current price of $131.16, Oxford Wealth Group, LLC's estimated gain on his XMMO holdings is $5.24 Mil, reflecting a 18.40% gain to date.
Oxford Wealth Group, LLC XMMO ($131.16) Holding Chart
Oxford Wealth Group, LLC XMMO ($131.16) 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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