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Harris Oakmark Etf Trust shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $438k 15k 28.36

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View all positions for Birchwood Financial Partners

Top funds holding Harris Oakmark Etf Trust

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

View all funds holding Harris Oakmark Etf Trust