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 |
|---|---|---|---|---|---|---|---|---|---|
| ELANCO ANIMAL HEALTH INC | COM | 301 | $152,263 | 10,219 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ING GROEP N.V. | SPONSORED ADR | 302 | $150,200 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 303 | $139,467 | 1,116 | 0.00 | 1,116 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P SML 600 GWT | 304 | $133,932 | 1,070 | 0.00 | 0.00 | 2 | 0.19 | 12-31-2023 |
