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OAKMOAKM
7 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in HARRIS OAKMARK ETF TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 935,881 shares of OAKM (HARRIS OAKMARK ETF TRUST), worth $27.3M as of 2026-Q2. The position was increased (+7.5% shares). OAKM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$27.3M

Current Shares

935,881

Total Value Change

+$25.7M

Total Shares Change

+868,712

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
935,881
+7.5%
$27.3M0.0%$28.17
31
2026-Q1
Decreased
870,987
-43.5%
$23.9M0.0%$28.28
0
2025-Q4
Increased
1.5M
+4.9%
$44.7M0.1%$28.54
31
2025-Q3
Increased
1.5M
+4.5%
$39.1M0.1%$26.70
30
2025-Q2
Increased
1.4M
+6.2%
$36.6M0.1%$25.44
31
2025-Q1
Increased
1.3M
+1871.3%
$32.4M0.1%$24.05
47
2024-Q4
New
67,169
-
$1.6M0.0%$23.32
35

Other major holders of OAKM: Cerity Partners LLC, LPL Financial LLC

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