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 |
|---|---|---|---|---|---|---|---|---|---|
| COLUMBIA ETF TR II | EM CORE EX ETF | 151 | $519,887 | 17,175 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HERSHEY CO | COM | 152 | $517,339 | 2,775 | 0.00 | 2,775 | +Inf | 12-31-2023 | |
| SCHLUMBERGER LTD | COM STK | 153 | $509,784 | 9,796 | 0.00 | 0.00 | -123 | -1.24 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 154 | $508,500 | 4,338 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
