Aprio Wealth Management, LLC Dj Brookfield Global Transaction History
Aprio Wealth Management, LLC
- $731 Million
- Q1 2025
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 540,483 shares of TOLZ stock, worth $29.4 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
540,483
Previous 591,174
8.57%
Holding current value
$29.4 Million
Previous $29 Million
2.0%
% of portfolio
3.89%
Previous 4.6%
Shares
19 transactions
Others Institutions Holding TOLZ
# of Institutions
62Shares Held
2.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY381KShares$20.7 Million0.0% of portfolio
-
Gradient Investments LLC270KShares$14.7 Million0.36% of portfolio
-
Aaron Wealth Advisors LLC160KShares$8.67 Million0.97% of portfolio
-
Wells Fargo & Company San Francisco, CA80.9KShares$4.4 Million0.0% of portfolio
-
Dunhill Financial, LLC London, X065.5KShares$3.56 Million0.7% of portfolio