Brookfield Asset Management shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 147k | 56.94 |
| 2025-06-30 | $9.0M | 162k | 55.28 |
| 2025-03-31 | $7.9M | 164k | 48.45 |
| 2024-12-31 | $9.3M | 171k | 54.19 |
| 2024-09-30 | $8.1M | 172k | 47.29 |
| 2024-06-30 | $6.3M | 165k | 38.05 |
| 2024-03-31 | $6.8M | 161k | 42.02 |
| 2023-12-31 | $6.3M | 157k | 40.17 |
| 2023-09-30 | $5.1M | 153k | 33.34 |
| 2023-06-30 | $5.0M | 153k | 32.63 |
| 2023-03-31 | $5.0M | 153k | 32.72 |
| 2022-12-31 | $1.1M | 39k | 28.67 |
More positions owned by Marks Group Wealth Management
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