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Brookfield Corp Cl A Ltd Vt Sh shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 350k 53.15
2024-06-30 $14M 326k 41.54
2024-03-31 $14M 323k 41.87
2023-12-31 $13M 311k 40.12
2023-09-30 $9.6M 307k 31.27
2023-06-30 $10M 296k 33.65
2023-03-31 $10M 309k 32.59
2022-12-31 $10M 323k 31.46

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Brookfield Corp Cl A Ltd Vt Sh

Partners Value Investments
Royal Bank of Canada
Principal Financial Group
Vanguard Group
Capital World Investors
Brookfield Asset Management
Pershing Square Capital Management
TD Asset Management
Goodman & Company, Investment Counsel
Jarislowsky, Fraser
Akre Capital Management
First Manhattan
Mackenzie Financial
Bank of Nova Scotia
CIBC Global Asset Management

View all funds holding Brookfield Corp Cl A Ltd Vt Sh