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 | MSCI USA ESG SLC | 201 | $301,329 | 2,998 | 0.00 | 0.00 | -108 | -3.48 | 12-31-2023 |
| SALESFORCE INC | COM | 202 | $300,506 | 1,142 | 0.00 | 0.00 | 76 | 7.13 | 12-31-2023 |
| TJX COS INC NEW | COM | 203 | $298,691 | 3,184 | 0.00 | 0.00 | 136 | 4.46 | 12-31-2023 |
| BP PLC | SPONSORED ADR | 204 | $295,555 | 8,349 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
