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Brookfield Asset Management shares owned by Rezny Wealth Management

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

Historical chart of Rezny Wealth Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 34k 38.05
2023-09-30 $1.0M 30k 33.34

More positions owned by Rezny Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Energy (XLE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Oaktree Specialty Lending Corp (OCSL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Rezny 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