Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Brookfield Wealth Sol Ltd Cl A Exchangeab
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Quarterly reported holdings in Brookfield Wealth Sol Ltd Cl A Exchangeab by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $889 | 13 | 68.46 |
| 2025-06-30 | $802 | 13 | 61.77 |
| 2025-03-31 | $677 | 13 | 52.15 |
| 2024-12-31 | $746 | 13 | 57.46 |
| 2024-09-30 | $690 | 13 | 53.15 |
| 2023-12-31 | $524 | 13 | 40.38 |
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