Aprio Wealth Management, LLC Dj Brookfield Global Call Options Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TOLZ
# of Institutions
50Shares Held
2.23MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$27.1 Million0.1% of portfolio
-
Morgan Stanley New York, NY327KShares$16.5 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC163KShares$8.25 Million0.94% of portfolio
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Wells Fargo & Company San Francisco, CA75.6KShares$3.82 Million0.0% of portfolio
-
Wealth Architects, LLC64.3KShares$3.25 Million0.38% of portfolio