Kathleen S. Wright Associates »

Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Brookfield Wealth Sol Ltd Cl A Exchangeab

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 292200240026002800404550
Value ($)Share countHistorical BNT position of Kathleen S. Wright … Source: stockzoa.comValue ($)Share count

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All positions including Brookfield Wealth Sol Ltd Cl A Exchangeab held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Wealth Sol Ltd Cl A Exchangeab by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2k 39 57.44
2024-09-30 $2.8k 52 53.15

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab

Partners Value Investments
Brookfield Asset Management
Royal Bank of Canada
Bank of Nova Scotia
Principal Financial Group
Bank Of Montreal
CI Investments
Montrusco Bolton Investment
Toronto-Dominion Bank
Tandem Capital Management Corp
Schwartz Investment Counsel
Mackenzie Financial
Nuveen Asset Management
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group

View all funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab