A detailed history of Aaron Wealth Advisors LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 196,684 shares of TOLZ stock, worth $9.99 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
196,684
Previous 497,925 60.5%
Holding current value
$9.99 Million
Previous $22.9 Million 61.35%
% of portfolio
1.23%
Previous 3.3%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$43.12 - $47.5 $13 Million - $14.3 Million
-301,241 Reduced 60.5%
196,684 $8.84 Million
Q1 2024

Apr 25, 2024

BUY
$43.08 - $46.04 $1.47 Million - $1.57 Million
34,056 Added 7.34%
497,925 $22.9 Million
Q4 2023

Jan 26, 2024

BUY
$39.92 - $45.95 $6.85 Million - $7.89 Million
171,655 Added 58.74%
463,869 $21.2 Million
Q3 2023

Oct 19, 2023

BUY
$41.39 - $45.77 $1.51 Million - $1.67 Million
36,497 Added 14.27%
292,214 $12.1 Million
Q2 2023

Jul 26, 2023

BUY
$43.71 - $47.07 $779,436 - $839,352
17,832 Added 7.5%
255,717 $11.5 Million
Q1 2023

May 02, 2023

BUY
$43.27 - $47.34 $1.91 Million - $2.09 Million
44,094 Added 22.75%
237,885 $10.8 Million
Q4 2022

Jan 24, 2023

SELL
$39.42 - $46.6 $353,242 - $417,582
-8,961 Reduced 4.42%
193,791 $0
Q3 2022

Oct 21, 2022

BUY
$40.74 - $49.32 $1.49 Million - $1.81 Million
36,664 Added 22.08%
202,752 $8.26 Million
Q2 2022

Jul 22, 2022

SELL
$44.52 - $51.33 $249 Million - $287 Million
-5,590,427 Reduced 97.11%
166,088 $7.64 Million
Q1 2022

May 10, 2022

BUY
$45.61 - $49.91 $258 Million - $283 Million
5,663,621 Added 6096.86%
5,756,515 $116 Million
Q4 2021

Jan 21, 2022

BUY
$44.67 - $47.83 $128,738 - $137,846
2,882 Added 3.2%
92,894 $4.44 Million
Q3 2021

Oct 21, 2021

BUY
$45.16 - $47.74 $146,273 - $154,629
3,239 Added 3.73%
90,012 $4.07 Million
Q2 2021

Jul 29, 2021

BUY
$43.69 - $48.6 $70,952 - $78,926
1,624 Added 1.91%
86,773 $4.01 Million
Q1 2021

Apr 29, 2021

SELL
$40.73 - $43.74 $72,173 - $77,507
-1,772 Reduced 2.04%
85,149 $3.7 Million
Q4 2020

Feb 04, 2021

BUY
$37.45 - $42.4 $3.26 Million - $3.69 Million
86,921 New
86,921 $3.57 Million

Others Institutions Holding TOLZ

About DJ BROOKFIELD GLOBAL


  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
Track This Portfolio

Track Aaron Wealth Advisors LLC Portfolio

Follow Aaron Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.