Aprio Wealth Management, LLC Dj Brookfield Global Call Options Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 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
54Shares Held
2.61MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$26.5 Million0.1% of portfolio
-
First Citizens Bank & Trust CO526KShares$26 Million0.41% of portfolio
-
Morgan Stanley New York, NY249KShares$12.3 Million0.0% of portfolio
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Aaron Wealth Advisors LLC148KShares$7.31 Million0.9% of portfolio
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Wells Fargo & Company San Francisco, CA142KShares$7.04 Million0.0% of portfolio