Blue Zone Wealth Advisors, LLC BROOKFIELD ASSET MANAGMT LTD Transaction History

Blue Zone Wealth Advisors, LLC

  • $363 Million
  • Q2 2025
Number of Shares
174,916
Previous 171,939 1.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2025
BUY
N/A
2,977 Added 1.73%
174,916 $0
Q1 2025

Apr 11, 2025
BUY
N/A
19,832 Added 13.04%
171,939 $0
Q4 2024

Jan 30, 2025
BUY
N/A
2,038 Added 1.36%
152,107 $0
Q3 2024

Oct 07, 2024
BUY
N/A
21,363 Added 16.6%
150,069 $0
Q2 2024

Jul 12, 2024
SELL
N/A
-1,147 Reduced 0.88%
128,706 $0
Q1 2024

Apr 17, 2024
BUY
N/A
5,709 Added 4.6%
129,853 $0
Q4 2023

Jan 09, 2024
BUY
N/A
3,185 Added 2.63%
124,144 $0
Q3 2023

Oct 13, 2023
BUY
N/A
28,705 Added 31.12%
120,959 $0
Q2 2023

Jul 24, 2023
BUY
N/A
2,041 Added 2.26%
92,254 $0
Q1 2023

Apr 20, 2023
BUY
N/A
90,213 New
90,213 $0
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