Moneta Group Investment Advisors »

Brookfield Asset Management shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 26k 40.17
2023-09-30 $845k 25k 33.34
2023-06-30 $839k 19k 43.24
2023-03-31 $836k 26k 32.72
2022-12-31 $892k 31k 28.67

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Brookfield Asset Management

Partners Value Investments
Royal Bank of Canada
TD Asset Management
Principal Financial Group
Vanguard Group
Bank Of Montreal
Beutel, Goodman & Company
Mackenzie Financial
Norges Bank Investment Management
Massachusetts Financial Services
Bank of Nova Scotia
Akre Capital Management
Davenport & Co
Goldman Sachs Group
Douglass Winthrop Advisors

View all funds holding Brookfield Asset Management