Ave Maria Focused Fund BNT Holdings History
Ave Maria Focused Fund's Brookfield Wealth Solutions Ltd Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 84,720.00 shares of Brookfield Wealth Solutions Ltd(BNT), totaling $4.42 Mil. This investment constitutes 8.41% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.03% of the outstanding Brookfield Wealth Solutions Ltd(BNT) stock.
The initial trade took place in 2021Q3. And since then Ave Maria Focused Fund has made 5 purchases of BNT, at an average price of $46.51, for a total of 86,877.00 shares. In addition, there have been 2 sales at an average price of $53.98 for 2,157.00 shares. Based on historical transaction data and BNT's current price of $67.10, Ave Maria Focused Fund's estimated gain on his BNT holdings is $1.76 Mil, reflecting a 43.57% gain to date.
Ave Maria Focused Fund BNT ($67.10) Holding Chart
Ave Maria Focused Fund BNT ($67.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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