West Paces Advisors Inc. Dj Brookfield Global Transaction History

West Paces Advisors Inc.

$439 Billion
Q1 2025

A detailed history of West Paces Advisors Inc. transactions in Dj Brookfield Global stock. As of the latest transaction made, West Paces Advisors Inc. holds 42 shares of TOLZ stock, worth $2,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,232

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	$48.2 - $52.75 $2,024 - $2,215	42 New	42 $2.21 Million

Others Institutions Holding TOLZ

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

655K
Shares

$34.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

591K
Shares

$31.4 Million
4.6% of portfolio
Gradient Investments LLC

270K
Shares

$14.4 Million
0.36% of portfolio
Aaron Wealth Advisors LLC

163K
Shares

$8.68 Million
0.94% of portfolio
Wells Fargo & Company San Francisco, CA

77.7K
Shares

$4.13 Million
0.0% of portfolio

View Full List

About DJ BROOKFIELD GLOBAL

Ticker TOLZ
Sector ETFs
Industry ETFs

More about TOLZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.

Account