Capstone Financial Advisors, Inc. Dj Brookfield Global Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q4 2024
Shares
17 transactions
Others Institutions Holding TOLZ
# of Institutions
49Shares Held
2.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY655KShares$33.1 Million0.0% of portfolio
-
Aprio Wealth Management, LLC591KShares$29.9 Million4.6% of portfolio
-
Aaron Wealth Advisors LLC163KShares$8.27 Million0.94% of portfolio
-
Wells Fargo & Company San Francisco, CA77.7KShares$3.93 Million0.0% of portfolio
-
First Citizens Bank & Trust CO64.2KShares$3.25 Million0.05% of portfolio