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Harris Oakmark Etf Trust shares owned by Choate Investment Advisors

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Choate Investment Advisors from 13F filings

Historical chart of Choate Investment Advisors investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Choate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Choate Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259M 9.7M 26.78
2025-06-30 $239M 9.3M 25.68

More positions owned by Choate Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Ishares Tr Intrm Gov Cr Etf (GVI)
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Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Choate Investment Advisors

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
LPL Financial
Abound Financial
AI Financial Services
Commonwealth Equity Services
Greater Midwest Financial Group
Royal Bank of Canada
Steward Partners Investment Advisory
Raymond James Financial
Blue Rock Wealth Management
U.S. Capital Wealth Advisors
Western Pacific Wealth Management
Wiley Bros.-aintree Capital

View all funds holding Harris Oakmark Etf Trust