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Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by CWM

Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by CWM from 13F filings

Historical chart of CWM investment in Brookfield Wealth Sol Ltd Cl A Exchangeab

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Wealth Sol Ltd Cl A Exchangeab held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Wealth Sol Ltd Cl A Exchangeab by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0k 73 54.79

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
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Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab

Schwartz Investment Counsel
Searle & Co.
Nbc Securities
Whittier Trust
Global Retirement Partners
CWM
Kathleen S. Wright Associates
Financial Perspectives
Investment Research & Advisory Group
Pacifica Partners
Quent Capital
Proequities
Oakworth Capital
Fortis Group Advisors

View all funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab