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Brookfield Asset Management shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Marks Group 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 Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 161k 42.02
2023-12-31 $6.3M 157k 40.17
2023-09-30 $5.1M 153k 33.34
2023-06-30 $5.0M 153k 32.63
2023-03-31 $5.0M 153k 32.72
2022-12-31 $1.1M 39k 28.67