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Harris Oakmark Etf Trust shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 357k 28.36

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Spdr Series Trust State Street Spd (SPYG)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
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Ishares Core Msci Emkt (IEMG)
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Capital Group Core Balanced SHS (CGBL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Univrsl Usd (IUSB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for KWB Wealth

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