Western Pacific Wealth Management, LP OAKM Holdings History
Western Pacific Wealth Management, LP's Oakmark U.S. Large Cap ETF Holding Summary
As of 2025-06-30, Western Pacific Wealth Management, LP held 138,666.00 shares of Oakmark U.S. Large Cap ETF(OAKM), totaling $3.56 Mil. This investment constitutes 3.41% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0.69% of the outstanding Oakmark U.S. Large Cap ETF(OAKM) stock.
The initial trade took place in 2024Q4. And since then Western Pacific Wealth Management, LP has made 3 purchases of OAKM, at an average price of $24.41, for a total of 138,666.00 shares. Based on historical transaction data and OAKM's current price of $25.88, Western Pacific Wealth Management, LP's estimated gain on his OAKM holdings is $203,447.85, reflecting a 6.01% gain to date.
Western Pacific Wealth Management, LP OAKM ($25.88) Holding Chart
Western Pacific Wealth Management, LP 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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