Oxford Wealth Group, LLC Collaborative Invt Ser Tr Adap 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	$19.74 - $22.0 $237,057 - $264,198	12,009 New	12,009 $264 Million

Others Institutions Holding RULE

# of Institutions

11

Shares Held

874K

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

403K
Shares

$9.26 Million
0.09% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

239K
Shares

$5.49 Million
5.18% of portfolio
Gts Securities LLC New York, NY

98.7K
Shares

$2.27 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

54.4K
Shares

$1.25 Million
0.0% of portfolio
Elevation Capital Advisory, LLC Bend, OR

39.3K
Shares

$902,396
0.38% 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.