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Brookfield Asset Management shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $885k 20k 44.49
2022-03-31 $1.2M 20k 56.59
2021-12-31 $1.2M 20k 60.36
2021-09-30 $1.1M 20k 53.53
2021-06-30 $1.0M 20k 50.98
2021-03-31 $908k 20k 44.51

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding Brookfield Asset Management

Retirement Group
Wulff, Hansen & Co.
Lummis Asset Management
Huntington National Bank

View all funds holding Brookfield Asset Management