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

A&I Financial Services, LLC

  • $205 Billion
  • Q3 2025
Number of Shares
600,855
Previous 594,954 0.99%
Holding current value
$16 Billion
Previous $15.3 Billion 4.96%
% of portfolio
7.83%
Previous 8.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
5,901 Added 0.99%
600,855 $16 Billion
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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