Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
BAM holding history
Brookfield Asset Management Ltd. in every 13F filed by Lowe Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BAM overviewAll 13F holders of BAMFull Q3 2025 holdings
- Shares (Q3 2025)
- 78
- Value
- $4.44K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 78 | $4.44K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 78 | $4.31K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 78 | $3.78K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 78 | $4.23K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 78 | $3.69K | <0.1% | +78 | New | Holders |