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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 251 | $234,336 | 4,761 | 0.00 | 0.00 | -2,139 | -31.00 | 12-31-2023 |
| ONEOK INC NEW | COM | 252 | $233,234 | 3,321 | 0.00 | 0.00 | 12 | 0.36 | 12-31-2023 |
| AIR PRODS & CHEMS INC | COM | 253 | $233,004 | 851 | 0.00 | 0.00 | -294 | -25.68 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 254 | $232,080 | 1,214 | 0.00 | 1,214 | +Inf | 12-31-2023 |
