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Oxford Financial Group’s Ares Management ARES Stock Holding History

Oxford Financial Group’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,000
Closed -$238K – 276
2023
Q4 		$238K Buy
+2,000
New +$238K 0.02% 209