Number of Shares
38,381.00
Current Holdings Value*
$2.12 Mil
% of Portfolio
0.48%
Total Estimate Gain
$812,449.37
% of Total Estimate Gain
17.91%

Rezny Wealth Management, Inc.'s Brookfield Asset Management Ltd Holding Summary

As of 2025-06-30, Rezny Wealth Management, Inc. held 38,381.00 shares of Brookfield Asset Management Ltd(BAM), totaling $2.12 Mil. This investment constitutes 0.48% of their stock portfolio, and Rezny Wealth Management, Inc. now holds 0% of the outstanding Brookfield Asset Management Ltd(BAM) stock.

The initial trade took place in 2023Q3. And since then Rezny Wealth Management, Inc. has made 4 purchases of BAM, at an average price of $42.98, for a total of 105,544.00 shares. In addition, there have been 2 sales at an average price of $44.91 for 67,163.00 shares. Based on historical transaction data and BAM's current price of $60.76, Rezny Wealth Management, Inc.'s estimated gain on his BAM holdings is $812,449.37, reflecting a 17.91% gain to date.

Rezny Wealth Management, Inc. BAM ($60.76) Holding Chart

Rezny Wealth Management, 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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