Apexium Financial, LP Dj Brookfield Global Transaction History
Apexium Financial, LP
- $1.53 Billion
- Q1 2025
A detailed history of Apexium Financial, LP transactions in Dj Brookfield Global stock. As of the latest transaction made, Apexium Financial, LP holds 39,440 shares of TOLZ stock, worth $2.1 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
39,440
Previous 22,350
76.47%
Holding current value
$2.1 Million
Previous $1.1 Million
89.24%
% of portfolio
0.14%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding TOLZ
# of Institutions
63Shares Held
2.16MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC540KShares$28.8 Million3.89% of portfolio
-
Morgan Stanley New York, NY381KShares$20.3 Million0.0% of portfolio
-
Gradient Investments LLC270KShares$14.4 Million0.36% of portfolio
-
Aaron Wealth Advisors LLC160KShares$8.51 Million0.97% of portfolio
-
Wells Fargo & Company San Francisco, CA80.9KShares$4.32 Million0.0% of portfolio