Brookfield Asset Management shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 29k | 56.94 |
| 2025-06-30 | $1.6M | 28k | 55.28 |
| 2024-12-31 | $1.6M | 29k | 57.57 |
| 2024-09-30 | $1.4M | 29k | 47.29 |
| 2024-06-30 | $1.1M | 29k | 38.05 |
| 2024-03-31 | $1.2M | 29k | 42.02 |
| 2023-12-31 | $1.5M | 37k | 40.17 |
| 2023-09-30 | $1.2M | 37k | 33.34 |
| 2023-06-30 | $1.2M | 37k | 32.63 |