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Harbor Etf Trust shares owned by Summit Asset Management

Quarter-by-quarter ownership of Harbor Etf Trust (OSEA) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harbor Etf Trust held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 43k 25.85
2024-09-30 $1.1M 39k 28.93
2024-06-30 $702k 25k 27.66
2024-03-31 $265k 9.7k 27.35

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Internl Divid (SCHY)

View all positions for Summit Asset Management

Top funds holding Harbor Etf Trust

Venturi Wealth Management
Arlington Financial Advisors
Amplius Wealth Advisors
Riversedge Advisors
LPL Financial
Ami Investment Management
Old Mission Capital
Paces Ferry Wealth Advisors
Pensionmark Financial Group
Envestnet Asset Management
FMA Wealth Management
San Luis Wealth Advisors
Nordwand Advisors
Raymond James Financial
Fiduciary

View all funds holding Harbor Etf Trust