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Harris Oakmark Etf Trust shares owned by Stone Wealth Partners

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

Historical chart of Stone Wealth Partners investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by Stone Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 10k 28.36

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Vanguard Index Fds Value Etf (VTV)
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Apple (AAPL)

View all positions for Stone Wealth Partners

Top funds holding Harris Oakmark Etf Trust

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

View all funds holding Harris Oakmark Etf Trust