Cassaday & Co Wealth Management »

Brookfield Corp Cl A Ltd Vt Sh shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Brookfield Corp Cl A Ltd Vt Sh (BN) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Brookfield Corp Cl A Ltd Vt Sh

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Corp Cl A Ltd Vt Sh held by Cassaday & Co 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 Corp Cl A Ltd Vt Sh by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $251k 6.2k 40.31
2023-06-30 $210k 6.2k 33.71
2023-03-31 $227k 7.0k 32.54

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Brookfield Corp Cl A Ltd Vt Sh

Partners Value Investments
Royal Bank of Canada
Principal Financial Group
Vanguard Group
Bank Of Montreal
Brookfield Asset Management
TD Asset Management
Jarislowsky, Fraser
Mackenzie Financial
Akre Capital Management
Bank of Nova Scotia
Norges Bank Investment Management
Edgepoint Investment
Goldman Sachs Group
Davenport & Co

View all funds holding Brookfield Corp Cl A Ltd Vt Sh