Oxford Wealth Group, LLC Collaborative Invt Ser Tr Adap Transaction History

Oxford Wealth Group, LLC

$145 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$19.74 - $22.0 $237,057 - $264,198	12,009 New	12,009 $264 Million

Others Institutions Holding RULE

# of Institutions

9

Shares Held

1.25M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

623K
Shares

$13.5 Million
0.15% of portfolio
Elevation Capital Advisory, LLC Bend, OR

285K
Shares

$6.2 Million
2.82% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

245K
Shares

$5.34 Million
5.17% of portfolio
Goldman Sachs Group Inc New York, NY

61.9K
Shares

$1.35 Million
0.0% of portfolio
Gts Securities LLC New York, NY

16.7K
Shares

$362,920
0.0% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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