OXFORD FINANCIAL GROUP, LTD. LLC

Q3 2024 13F Combination Report, Options Holdings

Signature - Title
Jennifer L. Emery - Chief Compliance Officer
Location
Carmel, IN
Options holdings as of
September 30, 2024
Notional value $
$0
Number of holdings
0
Date filed
11/12/2024, 04:18 PM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q2 2024 - Aug 14, 2024
Stock holdings
Showing options holdings, see here for stock holdings

OXFORD FINANCIAL GROUP, LTD. LLC didn't report any options holdings as of Q3 2024. Check stock holdings.

Filing 2024 Q3 compared to 2024 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jennifer L. Emery Chief Compliance Officer Carmel, Indiana 11/12/2024

List of Other Managers Reporting for OXFORD FINANCIAL GROUP, LTD. LLC:

Name Holdings Value Location File Number
AQR CAPITAL MANAGEMENT LLC $72.4B Greenwich, CT 028-10120
Aristotle Capital Management, LLC $54.9B Los Angeles, CA 028-02634
Select Equity Group, L.P. $27.4B New York, NY 028-16000
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $1.99B Indianapolis, IN 028-10031
MONARCH CAPITAL MANAGEMENT INC $371M Fort Wayne, IN 028-04766
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558