RE Dickinson Investment Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

RE Dickinson Investment Advisors’s Portfolio BNT Stock Details BNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$33K	Hold	87	–	–	﹤0.01%	205
2024 Q3	$3.08K	Hold	87	–	–	﹤0.01%	200
2024 Q2	$2.41K	Hold	87	–	–	﹤0.01%	201
2024 Q1	$2K	Hold	87	–	–	﹤0.01%	202
2023 Q4	$2K	Hold	87	–	–	﹤0.01%	209
2023 Q3	$2K	Hold	87	–	–	﹤0.01%	241
2023 Q2	$2K	Hold	87	–	–	﹤0.01%	347
2023 Q1	$2K	Hold	87	–	–	﹤0.01%	373
2022 Q4	$2K	Buy	+87	New	+$2.31K	﹤0.01%	353
2022 Q3	–	Sell	-41	Closed	-$1	–	298
2022 Q2	$1	Hold	41	–	–	﹤0.01%	282
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	266
2021 Q4	$2K	Buy	+41	New	+$1.65K	﹤0.01%	271

Other funds holding BNT

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return