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Harris Oakmark Etf Trust shares owned by Investment Planning Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Harris Oakmark Etf Trust held by Investment Planning 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 113k 28.36

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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
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View all positions for Investment Planning 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
KWB Wealth
Royal Bank of Canada
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Raymond James Financial
NavPoint Financial
Blue Rock Wealth Management

View all funds holding Harris Oakmark Etf Trust