Values Added Financial LLC BROOKFIELD CORP Transaction History

Values Added Financial LLC

  • $206 Billion
  • Q2 2025
Number of Shares
4,500
Previous 5,550 18.92%
Holding current value
$278 Million
Previous $291 Million 4.31%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Jul 23, 2025
SELL
N/A
-1,050 Reduced 18.92%
4,500 $278 Million
Q1 2025

Apr 28, 2025
BUY
N/A
1,050 Added 23.33%
5,550 $291 Million
Q3 2024

Oct 28, 2024
BUY
N/A
4,500 New
4,500 $239 Million
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial 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 Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email