Oxford Financial Group LTD Spdr S&P 1500 Value Tilt ETF Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$137.66 - $160.7 $7,571 - $8,838	55 New	55 $8,000

Others Institutions Holding VLU

# of Institutions

83

Shares Held

1.63M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

352K
Shares

$67.4 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

237K
Shares

$45.2 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

78.1K
Shares

$14.9 Million
0.01% of portfolio
Mai Capital Management

63.9K
Shares

$12.2 Million
0.12% of portfolio
Lws Wealth Advisors, Inc.

63.3K
Shares

$12.1 Million
3.97% of portfolio

About SPDR S&P 1500 VALUE TILT ETF

Ticker VLU
Sector ETFs
Industry ETFs

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