Historical shareholding details of Williams Jones Wealth Management, LLC holdings in Brookfield Asset Management Ltd - Ordinary Shares - Class A (BAM)

Monthly changes of Williams Jones Wealth Management, LLC shareholding in Brookfield Asset Management Ltd - Ordinary Shares - Class A over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Williams Jones Wealth Management, Llc	18,464	0.00%

Mar 31, 2025	Williams Jones Wealth Management, Llc	18,310	0.00%

Dec 31, 2024	Williams Jones Wealth Management, Llc	17,554	0.00%

Sep 30, 2024	Williams Jones Wealth Management, Llc	17,554	0.00%

Jun 30, 2024	Williams Jones Wealth Management, Llc	16,426	0.00%

Mar 31, 2024	Williams Jones Wealth Management, Llc	16,976	0.00%

Dec 31, 2023	Williams Jones Wealth Management, Llc	16,968	0.00%

Sep 30, 2023	Williams Jones Wealth Management, Llc	16,969	0.00%

Jun 30, 2023	Williams Jones Wealth Management, Llc	29,367	0.01%

Mar 31, 2023	Williams Jones Wealth Management, Llc	40,299	0.01%

Dec 31, 2022	Williams Jones Wealth Management, Llc	42,826	0.01%