Allworth Financial LP Dj Brookfield Global Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Dj Brookfield Global stock. As of the latest transaction made, Allworth Financial LP holds 9 shares of TOLZ stock, worth $456. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$456

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$48.31 - $52.66 $434 - $473	9 New	9 $0

Others Institutions Holding TOLZ

# of Institutions

Shares Held

2.08M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

655K
Shares

$33.3 Million
0.0% of portfolio
Aprio Wealth Management, LLC

591K
Shares

$30 Million
4.6% of portfolio
Aaron Wealth Advisors LLC

163K
Shares

$8.29 Million
0.94% of portfolio
Wells Fargo & Company San Francisco, CA

77.7K
Shares

$3.94 Million
0.0% of portfolio
First Citizens Bank & Trust CO

64.2K
Shares

$3.26 Million
0.05% 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account