Apexium Financial, LP Dj Brookfield Global Transaction History
Apexium Financial, LP
- $1.71 Billion
- Q2 2025
A detailed history of Apexium Financial, LP transactions in Dj Brookfield Global stock. As of the latest transaction made, Apexium Financial, LP holds 29,918 shares of TOLZ stock, worth $1.6 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
29,918
Previous 39,440
24.14%
Holding current value
$1.6 Million
Previous $2.08 Million
22.4%
% of portfolio
0.09%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding TOLZ
# of Institutions
64Shares Held
2.1MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC540KShares$28.9 Million3.89% of portfolio
-
Morgan Stanley New York, NY381KShares$20.4 Million0.0% of portfolio
-
Gradient Investments LLC277KShares$14.8 Million0.34% of portfolio
-
Aaron Wealth Advisors LLC159KShares$8.52 Million0.89% of portfolio
-
Wells Fargo & Company San Francisco, CA80.9KShares$4.33 Million0.0% of portfolio