Investment Planning Advisors, Inc.
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 2024049
CUMMING, GA
All Filings in OAKM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $3,348,706 | 121,484 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 OAKM | $3,200,000 | 112,835 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||