Back to BBUC

Private Wealth Management Group, LLC → BBUC

Private Wealth Management Group, LLC BBUC Position History

Brookfield Business Corporation

Quarters held
2
Latest value
$1K
Q3 2026
Peak value
$2K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2K
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K53——
Q4 2025$2K53——

Other funds holding BBUC

Other Private Wealth Management Group, LLC positions

CRDO

DIMENSIONAL ETF TRUST

$25.9M
VGES

VANGUARD SCOTTSDALE FDS

$24.8M
VGES

VANGUARD SCOTTSDALE FDS

$24M
VGES

VANGUARD SCOTTSDALE FDS

$23.5M
VGES

VANGUARD SCOTTSDALE FDS

$22.5M
CRDO

DIMENSIONAL ETF TRUST

$18.9M
CRDO

DIMENSIONAL ETF TRUST

$17M
CRDO

DIMENSIONAL ETF TRUST

$15.2M