Aprio Wealth Management, LLC Dj Brookfield Global Transaction History

Aprio Wealth Management, LLC

  • $484 Million
  • Q1 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 220,423 shares of TOLZ stock, worth $9.94 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
220,423
Previous 188,929 16.67%
Holding current value
$9.94 Million
Previous $8.62 Million 17.45%
% of portfolio
2.09%
Previous 1.92%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$43.08 - $46.04 $1.36 Million - $1.45 Million
31,494 Added 16.67%
220,423 $10.1 Million
Q4 2023

Jan 17, 2024
BUY
$39.92 - $45.95 $110,538 - $127,235
2,769 Added 1.49%
188,929 $8.62 Million
Q3 2023

Oct 10, 2023
SELL
$41.39 - $45.77 $806,939 - $892,331
-19,496 Reduced 9.48%
186,160 $7.71 Million
Q2 2023

Jul 13, 2023
SELL
$43.71 - $47.07 $117,798 - $126,853
-2,695 Reduced 1.29%
205,656 $9.23 Million
Q1 2023

Apr 14, 2023
SELL
$43.27 - $47.34 $2.72 Million - $2.97 Million
-62,761 Reduced 23.15%
208,351 $9.47 Million
Q4 2022

Jan 11, 2023
BUY
$42.98 - $46.6 $2.88 Million - $3.12 Million
66,969 Added 32.8%
271,112 $0
Q3 2022

Oct 13, 2022
BUY
N/A
10,967 Added 5.68%
204,143 $8.32 Million
Q2 2022

Jul 26, 2022
BUY
N/A
8,732 Added 4.73%
193,176 $8.89 Million
Q1 2022

Apr 19, 2022
BUY
N/A
16,028 Added 9.52%
184,444 $9.15 Million
Q4 2021

Jan 26, 2022
BUY
N/A
10,558 Added 6.69%
168,416 $8.06 Million
Q3 2021

Oct 14, 2021
BUY
N/A
23,133 Added 17.17%
157,858 $7.13 Million
Q2 2021

Jul 23, 2021
BUY
N/A
60,470 Added 81.44%
134,725 $6.23 Million
Q4 2020

Jan 11, 2021
SELL
N/A
-5,584 Reduced 6.99%
74,255 $3.05 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-20,132 Reduced 20.14%
79,839 $3.06 Million
Q2 2020

Jul 20, 2020
BUY
N/A
99,971 New
99,971 $3.96 Million

Others Institutions Holding TOLZ

# of Institutions
49
Shares Held
2.76M
Call Options Held
0
Put Options Held
0
View Full List

About DJ BROOKFIELD GLOBAL

TOLZ Quotes by TradingView
  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
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