Brookfield Asset Management shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 32k | 59.83 |
| 2024-09-30 | $1.4M | 30k | 47.53 |
| 2024-06-30 | $1.1M | 30k | 37.50 |
| 2024-03-31 | $1.1M | 28k | 38.19 |
More positions owned by Castle Rock Wealth Management
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