Rothschild Investment LLC’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.4K Hold
2,000
﹤0.01% 776
2025
Q1
$48.9K Hold
2,000
﹤0.01% 770
2024
Q4
$47K Buy
+2,000
New +$47K ﹤0.01% 791