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Cassaday & Co Wealth Management LLC → BNT
Cassaday & Co Wealth Management LLC BNT Position History
Brookfield Wealth Solutions Ltd. • Financial Services
Quarters held
3
Latest value
$11K
Q3 2026
Peak value
$13K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $13K |
| Q2 2026 | $13K |
| Q3 2026 | $11K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11K | 310 | — | — |
| Q2 2026 | $13K | 310 | — | — |
| Q1 2026 | $13K | 310 | — | — |
Other funds holding BNT
$71.2M
$71.2M
$62.3M
$61.9M
$57.8M
$56.1M
$55.8M