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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
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)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

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
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
Soroban Capital Partners

View all funds holding Brookfield Corp Cl A Ltd Vt Sh