Envestnet Portfolio Solutions, Inc. Dj Brookfield Global Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dj Brookfield Global stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 535,894 shares of TOLZ stock, worth $28 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
535,894
Previous 577,719 7.24%
Holding current value
$28 Million
Previous $26 Million 4.34%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$44.92 - $51.35 $1.88 Million - $2.15 Million
-41,825 Reduced 7.24%
535,894 $27.1 Million
Q2 2024

Jul 16, 2024
BUY
$43.12 - $47.5 $734,549 - $809,162
17,035 Added 3.04%
577,719 $26 Million
Q1 2024

May 06, 2024
SELL
$43.08 - $46.04 $1.07 Million - $1.14 Million
-24,836 Reduced 4.24%
560,684 $25.8 Million
Q4 2023

Feb 07, 2024
SELL
$39.92 - $45.95 $2.66 Million - $3.07 Million
-66,704 Reduced 10.23%
585,520 $26.7 Million
Q3 2023

Nov 13, 2023
BUY
$41.39 - $45.77 $27 Million - $29.9 Million
652,224 New
652,224 $27 Million

Others Institutions Holding TOLZ

# of Institutions
51
Shares Held
2.6M
Call Options Held
0
Put Options Held
0
View Full List

About DJ BROOKFIELD GLOBAL

TOLZ Quotes by TradingView
  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
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