OXFORD FINANCIAL GROUP, LTD. LLC INFL Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's Horizon Kinetics Inflation Beneficiaries ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 4.00 Mil shares of Horizon Kinetics Inflation Beneficiaries ETF(INFL), totaling $162.42 Mil. This investment constitutes 11.39% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 13.73% of the outstanding Horizon Kinetics Inflation Beneficiaries ETF(INFL) stock.
The initial trade took place in 2024Q2. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 4 purchases of INFL, at an average price of $35.99, for a total of 4.00 Mil shares. Based on historical transaction data and INFL's current price of $41.63, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his INFL holdings is $22.55 Mil, reflecting a 15.68% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC INFL ($41.63) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC INFL ($41.63) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
