Carson Advisory Inc. BAM Holdings History

Number of Shares
7,650.00
Current Holdings Value*
$370,640.00
% of Portfolio
0.25%
Total Estimate Gain
$47,812.50
% of Total Estimate Gain
11.47%

Carson Advisory Inc.'s Brookfield Asset Management Ltd Holding Summary

As of 2025-03-31, Carson Advisory Inc. held 7,650.00 shares of Brookfield Asset Management Ltd(BAM), totaling $370,640.00. This investment constitutes 0.25% of their stock portfolio, and Carson Advisory Inc. now holds 0% of the outstanding Brookfield Asset Management Ltd(BAM) stock.

The initial trade took place in 2025Q1. And since then Carson Advisory Inc. has made 1 purchases of BAM, at an average price of $54.51, for a total of 7,650.00 shares. Based on historical transaction data and BAM's current price of $60.76, Carson Advisory Inc.'s estimated gain on his BAM holdings is $47,812.50, reflecting a 11.47% gain to date.

Carson Advisory Inc. BAM ($60.76) Holding Chart

Carson Advisory Inc. BAM ($60.76) 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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