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 |
