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Harris Oakmark Etf Trust shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 41k 28.36

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
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Capital Group Core Balanced SHS (CGBL)
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Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
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J P Morgan Exchange Traded F Active Growth (JGRO)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)

View all positions for Aprio Wealth Management

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
Wealth Enhancement Advisory Services
LPL Financial
Abound Financial
Raymond James Financial
Commonwealth Equity Services
AI Financial Services
Greater Midwest Financial Group
Clarkston Capital Partners
KWB Wealth
Steward Partners Investment Advisory
Royal Bank of Canada
U.S. Capital Wealth Advisors
Appalachian Capital Management

View all funds holding Harris Oakmark Etf Trust