Institutional shares held 2.61 Million
0 calls
0 puts
Total value of holdings $135M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in TOLZ

Top Purchases

Q3 2024
Morgan Stanley Shares Held: 327K ($16.9M)
Q3 2024
Aprio Wealth Management, LLC Shares Held: 511K ($26.4M)
Q3 2024
Advisors Preferred, LLC Shares Held: 34.9K ($1.8M)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 10.3K ($533K)
Q3 2024
Paragon Capital Management LTD Shares Held: 7K ($361K)

Top Sells

Q3 2024
Svb Wealth LLC Shares Held: 10.4K ($538K)
Q3 2024
Wells Fargo & Company Shares Held: 75.6K ($3.9M)
Q3 2024
Aaron Wealth Advisors LLC Shares Held: 148K ($7.62M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 536K ($27.6M)
Q3 2024
First Citizens Bank & Trust CO Shares Held: 526K ($27.1M)

About TOLZ

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