Aaron Wealth Advisors LLC Dj Brookfield Global Transaction History
Aaron Wealth Advisors LLC
- $717 Million
- Q2 2024
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
Others Institutions Holding TOLZ
# of Institutions
54Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA578KShares$29.3 Million0.1% of portfolio
-
First Citizens Bank & Trust CO563KShares$28.6 Million0.4% of portfolio
-
Aprio Wealth Management, LLC450KShares$22.9 Million3.94% of portfolio
-
Morgan Stanley New York, NY249KShares$12.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA142KShares$7.22 Million0.0% of portfolio