Number of Shares
150,113.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
0.56%
Total Estimate Gain
$287,363.95
% of Total Estimate Gain
0.89%

OXFORD FINANCIAL GROUP, LTD. LLC's SPDR S&P Global Natural Resources ETF Holding Summary

As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 150,113.00 shares of SPDR S&P Global Natural Resources ETF(GNR), totaling $7.99 Mil. This investment constitutes 0.56% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.29% of the outstanding SPDR S&P Global Natural Resources ETF(GNR) stock.

The initial trade took place in 2018Q2. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 13 purchases of GNR, at an average price of $48.77, for a total of 660,639.00 shares. In addition, there have been 15 sales at an average price of $47.53 for 510,526.00 shares. Based on historical transaction data and GNR's current price of $54.93, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his GNR holdings is $287,363.95, reflecting a 0.89% gain to date.

OXFORD FINANCIAL GROUP, LTD. LLC GNR ($54.93) Holding Chart

OXFORD FINANCIAL GROUP, LTD. LLC GNR ($54.93) 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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