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Brookfield Corp Cl A Ltd Vt Sh shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Brookfield Corp Cl A Ltd Vt Sh (BN) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Brookfield Corp Cl A Ltd Vt Sh

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All positions including Brookfield Corp Cl A Ltd Vt Sh held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Corp Cl A Ltd Vt Sh by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $680k 17k 40.83
2023-12-31 $974k 26k 37.80
2023-09-30 $849k 26k 32.94

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Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
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Microstrategy Cl A New (MSTR)
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NVIDIA Corporation (NVDA)
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View all positions for Compass Ion Advisors

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