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Harris Oakmark Etf Trust shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $364k 13k 28.36

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)

View all positions for Evergreen Wealth Solutions

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
Wealth Enhancement Advisory Services
LPL 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
Raymond James Financial
NavPoint Financial

View all funds holding Harris Oakmark Etf Trust