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Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Brookfield Wealth Sol Ltd Cl A Exchangeab

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Wealth Sol Ltd Cl A Exchangeab held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 4.4k 68.49
2025-06-30 $273k 4.4k 61.78
2025-03-31 $231k 4.4k 52.18