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Harris Assoc Oakmark Fund shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Harris Assoc Oakmark Fund (OAKMX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Harris Assoc Oakmark Fund

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All positions including Harris Assoc Oakmark Fund held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Assoc Oakmark Fund by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $13k 89 141.04
2024-03-31 $39k 293 132.68
2023-12-31 $39k 293 132.68

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Harris Assoc Oakmark Fund

Fairfield Financial Advisors
Neville Rodie & Shaw
North Point Portfolio Managers Corporation
Game Plan Financial Advisors
Financial Gravity Wealth

View all funds holding Harris Assoc Oakmark Fund