Diversify Wealth Management »

Brookfield Asset Management shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brookfield Asset Management by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 23k 54.36
2025-06-30 $1.4M 22k 62.66
2025-03-31 $1.1M 20k 53.82
2024-12-31 $895k 17k 52.07
2024-09-30 $758k 15k 50.65
2024-06-30 $531k 14k 39.38

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Brookfield Asset Management

Brookfield Asset Management
Partners Value Investments
Royal Bank of Canada
FMR
Vanguard Group
Capital Research and Management Company - Division 3
TD Asset Management
Capital World Investors
Fil
Bank Of Montreal
Mackenzie Financial
Principal Financial Group
BlackRock
Manufacturers Life Insurance Company
Massachusetts Financial Services

View all funds holding Brookfield Asset Management