A&I FINANCIAL SERVICES, LLC OAKM Holdings History
A&I FINANCIAL SERVICES, LLC's Oakmark U.S. Large Cap ETF Holding Summary
As of 2025-06-30, A&I FINANCIAL SERVICES, LLC held 594,954.00 shares of Oakmark U.S. Large Cap ETF(OAKM), totaling $15.28 Mil. This investment constitutes 8.62% of their stock portfolio, and A&I FINANCIAL SERVICES, LLC now holds 2.97% of the outstanding Oakmark U.S. Large Cap ETF(OAKM) stock.
The initial trade took place in 2025Q1. And since then A&I FINANCIAL SERVICES, LLC has made 2 purchases of OAKM, at an average price of $24.55, for a total of 594,954.00 shares. Based on historical transaction data and OAKM's current price of $25.88, A&I FINANCIAL SERVICES, LLC's estimated gain on his OAKM holdings is $788,526.09, reflecting a 5.40% gain to date.
A&I FINANCIAL SERVICES, LLC OAKM ($25.88) Holding Chart
A&I FINANCIAL SERVICES, LLC OAKM ($25.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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