WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1632972
PLYMOUTH, MN
All Filings in OAKM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $24,008,756 | 870,987 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 OAKM | $43,728,964 | 1,541,924 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 OAKM | $39,370,402 | 1,470,142 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 OAKM | $36,121,436 | 1,406,598 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 OAKM | $32,373,976 | 1,324,089 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 OAKM | $1,579,076 | 67,169 | Shares | Sole | 2025-03-17 | |
| No filing history on record for this holder in this stock. | ||||||