A&I Financial Services, LLC HARRIS OAKMARK ETF TRUST Transaction History

A&I Financial Services, LLC

  • $177 Billion
  • Q2 2025
Number of Shares
594,954
Previous 574,651 3.53%
Holding current value
$15.3 Billion
Previous $14.1 Billion 8.74%
% of portfolio
8.62%
Previous 9.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
N/A
20,303 Added 3.53%
594,954 $15.3 Billion
Q1 2025

May 01, 2025
BUY
N/A
574,651 New
574,651 $14.1 Billion
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