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

2.11M

Call Options Held

0

Put Options Held

0

Authentikos Wealth Advisory, LLC Morgan Hill, CA

1.11M
Shares

$23.9 Million
23.75% of portfolio
Ae Wealth Management LLC

623K
Shares

$13.4 Million
0.15% of portfolio
Elevation Capital Advisory, LLC Bend, OR

285K
Shares

$6.11 Million
2.82% of portfolio
Goldman Sachs Group Inc New York, NY

61.9K
Shares

$1.33 Million
0.0% of portfolio
Gts Securities LLC New York, NY

16.7K
Shares

$358,081
0.0% of portfolio

About COLLABORATIVE INVT SER TR ADAP

Ticker RULE
Sector ETFs
Industry ETFs

More about RULE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Wealth Group, LLC with notifications on news.