Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
OXFORD FINANCIAL GROUP LTD LLC 05-13-2024 03-31-2024 274 1,440,821,842
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ELI LILLY & CO COM 1 $274,608,572 352,985 0.02 0.02 -43,662 -11.01 03-31-2024
VANGUARD INDEX FDS TOTAL STK MKT 2 $172,447,780 663,516 0.01 0.01 15,455 2.38 03-31-2024
ISHARES TR NATIONAL MUN ETF 3 $102,925,217 956,554 0.01 0.01 -17,855 -1.83 03-31-2024
ETF SER SOLUTIONS DISTILLATE US 4 $90,138,705 1,672,022 0.01 0.01 -14,831 -0.88 03-31-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6