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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BAM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BAM Position History
Brookfield Asset Management Ltd. • Financial Services
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.4M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 44.8K | — | — |
| Q2 2026 | $1.4M | 29.3K | — | — |
| Q1 2026 | $1.3M | 30.1K | — | — |
| Q4 2025 | $1.6M | 29.3K | — | — |
| Q3 2025 | $2M | 34.7K | — | — |
Other funds holding BAM
$64.2B
$62.4B
$59.1B
$57.8B
$50.6B
$50.1B
$5.8B
$5.8B