NavPoint Financial, Inc. OAKM Holdings History
NavPoint Financial, Inc.'s Oakmark U.S. Large Cap ETF Holding Summary
As of 2025-03-31, NavPoint Financial, Inc. held 68,017.00 shares of Oakmark U.S. Large Cap ETF(OAKM), totaling $1.66 Mil. This investment constitutes 1.17% of their stock portfolio, and NavPoint Financial, Inc. now holds 1% of the outstanding Oakmark U.S. Large Cap ETF(OAKM) stock.
The initial trade took place in 2024Q4. And since then NavPoint Financial, Inc. has made 2 purchases of OAKM, at an average price of $24.44, for a total of 68,017.00 shares. Based on historical transaction data and OAKM's current price of $25.88, NavPoint Financial, Inc.'s estimated gain on his OAKM holdings is $98,030.09, reflecting a 5.90% gain to date.
NavPoint Financial, Inc. OAKM ($25.88) Holding Chart
NavPoint Financial, Inc. 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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