Reston Wealth Management »

Brookfield Asset Management shares owned by Reston Wealth Management

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

Historical chart of Reston Wealth Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Reston 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 Reston Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 276 47.29

More positions owned by Reston Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Reston Wealth Management

Top funds holding Brookfield Asset Management

Partners Value Investments
Capital World Investors
Royal Bank of Canada
Vanguard Group
Capital Research and Management Company - Division 3
TD Asset Management
Mackenzie Financial
Principal Financial Group
Manufacturers Life Insurance Company
Massachusetts Financial Services
Beutel, Goodman & Company
CIBC Global Asset Management
Goldman Sachs Group
CIBC World Markets
Davenport & Co

View all funds holding Brookfield Asset Management