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Harris Oakmark Etf Trust shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4k 200 26.78
2025-06-30 $5.1k 200 25.68
2025-03-31 $4.9k 200 24.45

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View all positions for MAI Wealth 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