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 |
|---|---|---|---|---|---|---|---|---|---|
| BP PLC | SPONSORED ADR | 201 | $314,590 | 8,349 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 202 | $310,114 | 1,362 | 0.00 | 0.00 | -10 | -0.73 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 203 | $309,629 | 8,695 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 204 | $308,413 | 3,149 | 0.00 | 0.00 | 1,117 | 54.97 | 03-31-2024 |
