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Harris Oakmark Etf Trust shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $625k 21k 29.36

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View all positions for Optivise Advisory Services

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Advisor Group Holdings
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James Financial
Abound Financial
Commonwealth Equity Services
Royal Bank of Canada
AI Financial Services
Steward Partners Investment Advisory
BEAM Asset Management
Appalachian Capital Management
NavPoint Financial

View all funds holding Harris Oakmark Etf Trust