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Harris Oakmark Etf Trust shares owned by Maridea Wealth Management

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

Historical chart of Maridea Wealth Management investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by Maridea Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 90k 28.36
2025-09-30 $745k 28k 26.68
2025-06-30 $411k 16k 25.68

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View all positions for Maridea Wealth Management

Top funds holding Harris Oakmark Etf Trust

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

View all funds holding Harris Oakmark Etf Trust