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Harris Oakmark Etf Trust shares owned by Alliance Private Wealth

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Alliance Private Wealth from 13F filings

Historical chart of Alliance Private Wealth investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Alliance Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Alliance Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 220k 27.57

More positions owned by Alliance Private Wealth

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Alliance Private Wealth

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Horizon Wealth Management
Bank of America Corporation
Abound Financial
Commonwealth Equity Services
Raymond James Financial
Royal Bank of Canada
AI Financial Services
Greater Midwest Financial Group
BEAM Asset Management
Steward Partners Investment Advisory
KWB Wealth
Arq Wealth Advisors

View all funds holding Harris Oakmark Etf Trust