Provenance Wealth Advisors, LLC BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS Transaction History

Provenance Wealth Advisors, LLC

  • $695 Billion
  • Q1 2025
Number of Shares
1,124
Previous 2,336 51.88%
Holding current value
$54.5 Million
Previous $127 Million 56.98%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 15, 2025
SELL
N/A
-1,212 Reduced 51.88%
1,124 $54.5 Million
Q4 2024

Aug 15, 2025
SELL
N/A
-6,767 Reduced 74.34%
2,336 $127 Million
Q3 2024

Aug 15, 2025
BUY
N/A
260 Added 2.94%
9,103 $430 Million
Q2 2024

Aug 15, 2025
BUY
N/A
353 Added 4.16%
8,843 $336 Million
Q1 2024

Aug 15, 2025
BUY
N/A
257 Added 3.12%
8,490 $357 Million
Q4 2023

Aug 15, 2025
BUY
N/A
1,012 Added 14.01%
8,233 $331 Million
Q3 2023

Aug 15, 2025
BUY
N/A
7,221 New
7,221 $241 Million
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