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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 51 | $2,126,057 | 4,788 | 0.00 | 0.00 | 1,512 | 46.15 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 52 | $2,115,409 | 18,347 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUSSELL 3000 ETF | 53 | $2,093,362 | 6,976 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| META PLATFORMS INC | CL A | 54 | $2,088,240 | 4,301 | 0.00 | 0.00 | 583 | 15.68 | 03-31-2024 |
