Prospera Financial Services Inc
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1541625
Dallas, TX
All Filings in OAKM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $234,302 | 8,500 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 OAKM | $241,060 | 8,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 OAKM | $227,630 | 8,500 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 OAKM | $218,280 | 8,500 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||