Capital A Wealth Management, LLC BROOKFIELD CORP Transaction History

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025
Number of Shares
1,688
Previous 4,087 58.7%
Holding current value
$88.5 Million
Previous $235 Million 62.32%
% of portfolio
0.09%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-2,399 Reduced 58.7%
1,688 $88.5 Million
Q4 2024

Feb 26, 2025
BUY
N/A
4,087 New
4,087 $235 Million
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email