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
30 Sep 2024
Notional value
$0
Number of holdings
0
Filing time
12 Nov 2024, 16:18:54 UTC
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 - 14 Aug 2024
Next filing
Q4 2024 - 11 Feb 2025
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. Changes are calculated vs the previous SEC filing.
* 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 12 Nov 2024

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

Name Holdings Value Location File Number
Aristotle Capital Management, LLC $49,959,216,827 Los Angeles, CA 028-02634
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
MONARCH CAPITAL MANAGEMENT INC $406,843,849 Fort Wayne, IN 028-04766
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $2,099,434,716 Indianapolis, IN 028-10031
AQR CAPITAL MANAGEMENT LLC $190,628,430,516 Greenwich, CT 028-10120
Select Equity Group, L.P. $21,539,177,705 New York, NY 028-16000