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 |
|---|---|---|---|---|---|---|---|---|---|
| BATH & BODY WORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COCA COLA CO | COM | 102 | $898,061 | 14,679 | 0.00 | 0.00 | -3,225 | -18.01 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 103 | $886,135 | 1,690 | 0.00 | 0.00 | 354 | 26.50 | 03-31-2024 |
| MERCK & CO INC | COM | 104 | $860,710 | 6,523 | 0.00 | 0.00 | 419 | 6.86 | 03-31-2024 |
