OXFORD FINANCIAL GROUP LTD
Holdings in IVVD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $57,042 | 23,094 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $25,403 | 23,094 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $16,512 | 23,094 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $13,971 | 23,094 | Shares | Sole | 2025-05-15 |