Northwest Financial Advisors BROOKFIELD ASSET MANAGMT LTD Transaction History

Northwest Financial Advisors

  • $71.7 Billion
  • Q2 2025
Number of Shares
6,280
Previous 6,276 0.06%
Holding current value
$347 Million
Previous $304 Million 14.17%
% of portfolio
0.48%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
4 Added 0.06%
6,280 $347 Million
Q1 2025

Apr 11, 2025
BUY
N/A
5 Added 0.08%
6,276 $304 Million
Q4 2024

Jan 22, 2025
SELL
N/A
-385 Reduced 5.78%
6,271 $340 Million
Q3 2024

Nov 13, 2024
SELL
N/A
-204 Reduced 2.97%
6,656 $315 Million
Q2 2024

Jan 27, 2025
SELL
N/A
-144 Reduced 2.06%
6,860 $261 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-144 Reduced 2.06%
6,860 $261 Million
Q1 2024

Jan 27, 2025
BUY
N/A
733 Added 11.69%
7,004 $294 Million
Q1 2024

May 09, 2024
SELL
N/A
-46 Reduced 0.65%
7,004 $294 Million
Q4 2023

Feb 07, 2024
BUY
N/A
7,050 New
7,050 $283 Million
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