BROOKFIELD ASSET MANAGMT LTD

Ticker: BAM CUSIP: 113004105 Class: Common Stock

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 119,311 Value ($000) $6,251 Avg Close $53.47 Range $48.27 - $58.83
Q3 2025
Shares 146,882 Value ($000) $8,363 Avg Close $58.69 Range $53.37 - $63.10
Q2 2025
Shares 161,906 Value ($000) $8,950 Avg Close $52.57 Range $40.81 - $58.79
Q1 2025
Shares 163,513 Value ($000) $7,922 Avg Close $52.97 Range $44.35 - $60.68
Q4 2024
Shares 170,771 Value ($000) $9,254 Avg Close $52.10 Range $44.95 - $57.74
Q3 2024
Shares 171,680 Value ($000) $8,119 Avg Close $40.09 Range $35.67 - $46.24
Q2 2024
Shares 165,259 Value ($000) $6,288 Avg Close $37.25 Range $35.57 - $40.05
Q1 2024
Shares 161,260 Value ($000) $6,776 Avg Close $37.97 Range $34.80 - $40.62
Q4 2023
Shares 156,943 Value ($000) $6,304 Avg Close $31.45 Range $26.28 - $38.23
Q3 2023
Shares 152,722 Value ($000) $5,092 Avg Close $31.11 Range $28.39 - $33.58
Q2 2023
Shares 153,366 Value ($000) $5,004 Avg Close $29.35 Range $27.69 - $31.36
Q1 2023
Shares 153,402 Value ($000) $5,019 Avg Close $29.36 Range $25.45 - $32.41
Q4 2022
Shares 39,338 Value ($000) $1,128 Avg Close $27.10 Range $24.10 - $32.87