CAPTRUST Financial Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Hold
2025
Q1
$230K Buy
2022
Q3
Sell
2022
Q2
$2K Hold
2022
Q1
$2K Buy
2021
Q4
$2K Sell
2021
Q3
$3K Sell
2021
Q2
$6K Buy