Accel Wealth Management Dj Brookfield Global Transaction History
Accel Wealth Management
- $257 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding TOLZ
# of Institutions
50Shares Held
2.23MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC591KShares$29.9 Million4.6% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$27.1 Million0.1% of portfolio
-
Morgan Stanley New York, NY327KShares$16.5 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC163KShares$8.25 Million0.94% of portfolio
-
Wells Fargo & Company San Francisco, CA75.6KShares$3.82 Million0.0% of portfolio