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 |
|---|---|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT CORPORATION | CL A COM STK | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
| HILLENBRAND INC | COM | 252 | $237,268 | 4,718 | 0.00 | 0.00 | 21 | 0.45 | 03-31-2024 |
| GENERAL MTRS CO | COM | 253 | $235,568 | 5,194 | 0.00 | 5,194 | +Inf | 03-31-2024 | |
| AIR PRODS & CHEMS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -294 | -25.68 | 03-31-2024 |
