LifePlan Financial »

Brookfield Asset Management shares owned by LifePlan Financial

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brookfield Asset Management by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $51k 1.5k 33.18
2020-06-30 $51k 1.5k 33.18
2020-03-31 $45k 1.0k 43.90
2019-12-31 $59k 1.0k 57.56
2019-09-30 $54k 1.0k 52.68
2019-06-30 $49k 1.0k 47.80
2019-03-31 $48k 1.0k 46.83
2018-12-31 $39k 1.0k 38.05
2018-09-30 $46k 1.0k 44.88
2018-06-30 $42k 1.0k 40.98
2018-03-31 $40k 1.0k 39.02

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding Brookfield Asset Management

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

View all funds holding Brookfield Asset Management