Number of Shares
264,538.00
Current Holdings Value*
$10.07 Mil
% of Portfolio
3.16%
Total Estimate Gain
$8.10 Mil
% of Total Estimate Gain
99.83%

KARPAS STRATEGIES, LLC's Brookfield Asset Management Ltd Holding Summary

As of 2024-06-30, KARPAS STRATEGIES, LLC held 264,538.00 shares of Brookfield Asset Management Ltd(BAM), totaling $10.07 Mil. This investment constitutes 3.16% of their stock portfolio, and KARPAS STRATEGIES, LLC now holds 0.07% of the outstanding Brookfield Asset Management Ltd(BAM) stock.

The initial trade took place in 2022Q4. And since then KARPAS STRATEGIES, LLC has made 3 purchases of BAM, at an average price of $30.20, for a total of 268,709.00 shares. In addition, there have been 3 sales at an average price of $33.67 for 4,171.00 shares. Based on historical transaction data and BAM's current price of $60.76, KARPAS STRATEGIES, LLC's estimated gain on his BAM holdings is $8.10 Mil, reflecting a 99.83% gain to date.

KARPAS STRATEGIES, LLC BAM ($60.76) Holding Chart

KARPAS STRATEGIES, LLC 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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