Envestnet Portfolio Solutions, Inc. Dj Brookfield Global Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

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 46,520 shares of TOLZ stock, worth $2.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

46,520

Previous 59,304 21.56%

Holding current value

$2.5 Million

Previous $2.91 Million 15.93%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$48.2 - $52.75 $616,188 - $674,356	-12,784 Reduced 21.56%	46,520 $2.45 Million
Q4 2024 Feb 10, 2025	SELL	$48.31 - $52.66 $23 Million - $25.1 Million	-476,590 Reduced 88.93%	59,304 $2.91 Million
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

Shares Held

2.16M

Call Options Held

Put Options Held

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About DJ BROOKFIELD GLOBAL

Ticker TOLZ
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Envestnet Portfolio Solutions, Inc. Dj Brookfield Global Transaction History