Number of Shares
27,024.00
Current Holdings Value*
$660,740.00
% of Portfolio
0.43%
Total Estimate Gain
$35,401.44
% of Total Estimate Gain
5.33%

Sebold Capital Management, Inc.'s Oakmark U.S. Large Cap ETF Holding Summary

As of 2025-03-31, Sebold Capital Management, Inc. held 27,024.00 shares of Oakmark U.S. Large Cap ETF(OAKM), totaling $660,740.00. This investment constitutes 0.43% of their stock portfolio, and Sebold Capital Management, Inc. now holds 0.19% of the outstanding Oakmark U.S. Large Cap ETF(OAKM) stock.

The initial trade took place in 2025Q1. And since then Sebold Capital Management, Inc. has made 1 purchases of OAKM, at an average price of $24.57, for a total of 27,024.00 shares. Based on historical transaction data and OAKM's current price of $25.88, Sebold Capital Management, Inc.'s estimated gain on his OAKM holdings is $35,401.44, reflecting a 5.33% gain to date.

Sebold Capital Management, Inc. OAKM ($25.88) Holding Chart

Sebold Capital Management, 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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