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Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $106 2 53.00

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Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
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Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
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Walmart Common Stock (WMT)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

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