9258 Wealth Management, LLC
- SEC CIK
- 0001766506
- Latest filing
- Nov 12, 2024
BAM holding history
Brookfield Asset Management Ltd. in every 13F filed by 9258 Wealth Management, 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 2024 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −4,153−100.0% | Sold out | Holders |
| Q1 2022 | 4,153 | $235.0K | 0.1% | −62−1.5% | Reduced | Holders |
| Q4 2021 | 4,215 | $255.0K | 0.1% | −10−0.2% | Reduced | Holders |
| Q3 2021 | 4,225 | $226.0K | 0.1% | +28+0.7% | Added | Holders |
| Q2 2021 | 4,197 | $214.0K | 0.1% | +4,197 | New | Holders |