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Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Brookfield Wealth Sol Ltd Cl A Exchangeab

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All positions including Brookfield Wealth Sol Ltd Cl A Exchangeab held by Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8k 52 53.15

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
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American Express Company (AXP)
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Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

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