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 |
|---|---|---|---|---|---|---|---|---|---|
| ELANCO ANIMAL HEALTH INC | COM | 301 | $166,365 | 10,219 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ING GROEP N.V. | SPONSORED ADR | 302 | $164,900 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 303 | $163,210 | 2,199 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | U.S. TECH ETF | 304 | $162,072 | 1,200 | 0.00 | 0.00 | -321 | -21.10 | 03-31-2024 |
