Burling Wealth Partners, LLC BROOKFIELD CORP CL A LTD VT SH Transaction History

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025
Number of Shares
8,487
Previous 10,609 20.0%
Holding current value
$582 Million
Previous $656 Million 11.3%
% of portfolio
0.1%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
N/A
-2,122 Reduced 20.0%
8,487 $582 Million
Q2 2025

Aug 08, 2025
SELL
N/A
-2,637 Reduced 19.91%
10,609 $656 Million
Q1 2025

May 02, 2025
SELL
N/A
-1,109 Reduced 7.73%
13,246 $694 Million
Q4 2024

Feb 14, 2025
BUY
N/A
14,355 New
14,355 $825 Million
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