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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

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
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)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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

Partners Value Investments
Royal Bank of Canada
Bank of Nova Scotia
Brookfield Asset Management
Toronto-Dominion Bank
Principal Financial Group
CI Investments
Montrusco Bolton Investment
Tandem Capital Management Corp
Schwartz Investment Counsel
Triasima Portfolio Management
Arrowstreet Capital, Limited Partnership
Cowen And Company
CSS
CIBC World Markets

View all funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab