Brookfield Asset Management shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $59k | 1.1k | 52.39 |
| 2025-09-30 | $64k | 1.1k | 56.94 |
| 2025-06-30 | $62k | 1.1k | 55.28 |
| 2025-03-31 | $55k | 1.1k | 48.45 |
| 2024-12-31 | $127k | 2.3k | 54.19 |
| 2024-09-30 | $431k | 9.1k | 47.29 |
| 2024-06-30 | $337k | 8.8k | 38.05 |
| 2024-03-31 | $357k | 8.5k | 42.02 |
| 2023-12-31 | $331k | 8.2k | 40.17 |
| 2023-09-30 | $241k | 7.2k | 33.34 |
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