U.S. Capital Wealth Advisors, LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1808915
AUSTIN, TX
All Filings in OAKM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $7,126,517 | 258,535 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 OAKM | $9,744,297 | 343,593 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 OAKM | $4,573,006 | 170,762 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||