Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD LLC | 02-14-2024 | 12-31-2023 | 302 | 1,362,892,094 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GRWT ALLOCAT ETF | 101 | $875,986 | 16,469 | 0.00 | 0.00 | 62 | 0.38 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 102 | $870,924 | 16,182 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BROADCOM INC | COM | 103 | $869,559 | 779 | 0.00 | 0.00 | 88 | 12.74 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 104 | $869,557 | 1,844 | 0.00 | 0.00 | 5 | 0.27 | 12-31-2023 |
