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
STRYKER CORPORATION COM 151 $532,868 1,489 0.00 0.00 -80 -5.10 03-31-2024
SPDR DOW JONES INDL AVERAGE UT SER 1 152 $522,259 1,313 0.00 0.00 -206 -13.56 03-31-2024
HERSHEY CO COM Liquidated $0 0 0.00 2,775 +Inf 03-31-2024
QUINSTREET INC COM 154 $516,555 29,250 0.00 0.00 0 0.00 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