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Brookfield Corp Cl A Ltd Vt Sh shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth 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 Heartwood Wealth 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 6.1k 53.18
2024-06-30 $255k 6.1k 41.59
2024-03-31 $256k 6.1k 41.89
2023-12-31 $247k 6.1k 40.31
2023-06-30 $206k 6.1k 33.71

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

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