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Brookfield Real Assets Incom shs ben int shares owned by Mallini Complete Financial Planning

Quarter-by-quarter ownership of Brookfield Real Assets Incom shs ben int (RA) shares owned by Mallini Complete Financial Planning from 13F filings

Historical chart of Mallini Complete Financial Planning investment in Brookfield Real Assets Incom shs ben int

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All positions including Brookfield Real Assets Incom shs ben int held by Mallini Complete Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Real Assets Incom shs ben int by Mallini Complete Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 17k 13.36
2025-06-30 $229k 17k 13.37
2025-03-31 $221k 17k 13.16
2024-12-31 $206k 15k 13.32

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Vanguard Esg U.s. Stock Etf Etf (ESGV)
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Ares Capital Corp Cef (ARCC)
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Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Guggenheim Strategic Opportun Com Sbi Cef (GOF)
Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

Top funds holding Brookfield Real Assets Incom shs ben int

Morgan Stanley
Wells Fargo & Company
Gridiron Partners
Guggenheim Capital, LLC Managers
Thomas J. Herzfeld Advisors
Royal Bank of Canada
Envestnet Asset Management
1607 Capital Partners
Penserra Capital Management
City of London Investment Management Company
Cetera Investment Advisers
LPL Financial
Pathstone Holdings
Raymond James Financial
Rareview Capital

View all funds holding Brookfield Real Assets Incom shs ben int