Burling Wealth Partners, LLC BROOKFIELD CORP CL A LTD VT SH Transaction History

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025
Number of Shares
10,609
Previous 13,246 19.91%
Holding current value
$656 Million
Previous $694 Million 5.48%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Aug 08, 2025
SELL
N/A
-2,637 Reduced 19.91%
10,609 $656 Million
Q1 2025

May 02, 2025
SELL
N/A
-1,109 Reduced 7.73%
13,246 $694 Million
Q4 2024

Feb 14, 2025
BUY
N/A
14,355 New
14,355 $825 Million
Track This Portfolio

Track Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, 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 Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email