Number of Shares
129,572.00
Current Holdings Value*
$14.04 Mil
% of Portfolio
0.98%
Total Estimate Gain
$19.63 Mil
% of Total Estimate Gain
305.06%

OXFORD FINANCIAL GROUP, LTD. LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 129,572.00 shares of NVIDIA Corp(NVDA), totaling $14.04 Mil. This investment constitutes 0.98% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2020Q2. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 12 purchases of NVDA, at an average price of $38.58, for a total of 166,784.00 shares. In addition, there have been 7 sales at an average price of $100.06 for 37,212.00 shares. Based on historical transaction data and NVDA's current price of $172.41, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his NVDA holdings is $19.63 Mil, reflecting a 305.06% gain to date.

OXFORD FINANCIAL GROUP, LTD. LLC NVDA ($172.41) Holding Chart

OXFORD FINANCIAL GROUP, LTD. LLC NVDA ($172.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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