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Waverly Advisors’s Brookfield Asset Management BAM Stock Holding History

Waverly Advisors’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$601K Buy
10,873
+1,180
+12% +$65.2K 0.01% 754
2025
Q1 		$470K Buy
+9,693
New +$470K 0.01% 796