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Harris Oakmark Etf Trust shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by TrustWell Financial 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $469k 17k 27.57
2025-12-31 $483k 17k 28.36

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Horizon Wealth Management
Bank of America Corporation
Abound Financial
Commonwealth Equity Services
Raymond James Financial
Royal Bank of Canada
AI Financial Services
Greater Midwest Financial Group
BEAM Asset Management
Steward Partners Investment Advisory
KWB Wealth
Arq Wealth Advisors

View all funds holding Harris Oakmark Etf Trust