Duncan Williams Asset Management, LLC BROOKFIELD ASSET MGMT INC COM VOTING Transaction History

Duncan Williams Asset Management, LLC

  • $355 Billion
  • Q3 2025
Number of Shares
15,981
Holding current value
$1.1 Billion
% of portfolio
0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
15,981 New
15,981 $1.1 Billion
Q2 2025

Jul 22, 2025
BUY
N/A
16,659 New
16,659 $1.03 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
1,281 Added 9.83%
14,311 $750 Million
Q4 2024

Jan 21, 2025
SELL
N/A
-313 Reduced 2.35%
13,030 $749 Million
Q3 2024

Oct 03, 2024
BUY
N/A
579 Added 4.54%
13,343 $709 Million
Q2 2024

Jul 11, 2024
BUY
N/A
1,653 Added 14.88%
12,764 $530 Million
Q1 2024

Apr 03, 2024
BUY
N/A
11,111 New
11,111 $465 Million
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