Advisor Net Financial, Inc Dj Brookfield Global Transaction History
Advisor Net Financial, Inc
- $1.13 Billion
- Q4 2024
Shares
14 transactions
Others Institutions Holding TOLZ
# of Institutions
48Shares Held
1.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY655KShares$33 Million0.0% of portfolio
-
Aprio Wealth Management, LLC591KShares$29.7 Million4.6% of portfolio
-
Aaron Wealth Advisors LLC163KShares$8.22 Million0.94% of portfolio
-
Wells Fargo & Company San Francisco, CA77.7KShares$3.91 Million0.0% of portfolio
-
First Citizens Bank & Trust CO64.2KShares$3.23 Million0.05% of portfolio