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Brookfield Asset Management shares owned by VSM Wealth Advisory

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

Historical chart of VSM Wealth Advisory investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brookfield Asset Management by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7k 48 56.94
2025-06-30 $2.7k 48 55.27

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

Top funds holding Brookfield Asset Management

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

View all funds holding Brookfield Asset Management