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Harris Oakmark Etf Trust shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 76k 28.36
2025-09-30 $2.1M 79k 26.78
2025-06-30 $1.4M 54k 25.68
2025-03-31 $391k 16k 24.45