Aprio Wealth Management, LLC Dj Brookfield Global Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
A detailed history of Aprio Wealth Management, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 450,443 shares of TOLZ stock, worth $22.9 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
450,443
Previous 220,423
104.35%
Holding current value
$22.9 Million
Previous $10.1 Million
99.99%
% of portfolio
3.94%
Previous 2.09%
Shares
16 transactions
Others Institutions Holding TOLZ
# of Institutions
54Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA578KShares$29.3 Million0.1% of portfolio
-
First Citizens Bank & Trust CO563KShares$28.6 Million0.4% of portfolio
-
Morgan Stanley New York, NY249KShares$12.7 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC197KShares$9.99 Million1.23% of portfolio
-
Wells Fargo & Company San Francisco, CA142KShares$7.22 Million0.0% of portfolio