TrustWell Financial Advisors, LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 2133429
Jacksonville, FL
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 | $468,990 | 17,014 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 OAKM | $482,517 | 17,014 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||