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Brookfield Asset Management shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld Wealth Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brookfield Asset Management by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7k 39 44.46

More positions owned by Mowery & Schoenfeld Wealth Management

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Proshares Tr Short S&p 500 Ne (SH)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Etf Opportunities Trust Hedgeye Capital (HECA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Invesco Actively Managed Exc Short Duration T (GTOS)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Brookfield Asset Management

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

View all funds holding Brookfield Asset Management