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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | ENERGY ETF | 401 | $11,728 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 402 | $10,898 | 473 | 0.00 | 473 | +Inf | 12-31-2023 | |
| MSP RECOVERY INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 404 | $9,752 | 114 | 0.00 | 114 | +Inf | 12-31-2023 |
