Envestnet Portfolio Solutions, Inc. Dj Brookfield Global Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 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 577,719 shares of TOLZ stock, worth $29.2 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
577,719
Previous 560,684
3.04%
Holding current value
$29.2 Million
Previous $25.8 Million
0.84%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding TOLZ
# of Institutions
54Shares Held
2.74MCall Options Held
0Put Options Held
0-
First Citizens Bank & Trust CO563KShares$28.4 Million0.4% of portfolio
-
Aprio Wealth Management, LLC450KShares$22.8 Million3.94% of portfolio
-
Morgan Stanley New York, NY249KShares$12.6 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC197KShares$9.94 Million1.23% of portfolio
-
Wells Fargo & Company San Francisco, CA142KShares$7.19 Million0.0% of portfolio