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

880K

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

403K
Shares

$8.94 Million
0.09% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

245K
Shares

$5.44 Million
5.17% of portfolio
Gts Securities LLC New York, NY

98.7K
Shares

$2.19 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

54.4K
Shares

$1.21 Million
0.0% of portfolio
Elevation Capital Advisory, LLC Bend, OR

39.3K
Shares

$871,347
0.38% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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