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

Oxford Wealth Group, LLC

$123 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$20.71 - $21.37 $321,936 - $332,196	15,545 New	15,545 $332 Million

Others Institutions Holding MFUL

# of Institutions

10

Shares Held

1.89M

Call Options Held

0

Put Options Held

0

Elevation Capital Advisory, LLC Bend, OR

1.05M
Shares

$23.1 Million
10.08% of portfolio
Ae Wealth Management LLC

474K
Shares

$10.5 Million
0.11% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

260K
Shares

$5.74 Million
5.46% of portfolio
Jane Street Group, LLC New York, NY

38K
Shares

$840,281
0.0% of portfolio
Gts Securities LLC New York, NY

31.1K
Shares

$687,926
0.0% of portfolio

About COLLABORATIVE INVT SER TR MIND

Ticker MFUL
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