Clearstead Advisors, LLC Dj Brookfield Global Transaction History
Clearstead Advisors, LLC
- $5.78 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding TOLZ
# of Institutions
54Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA578KShares$29.2 Million0.1% of portfolio
-
First Citizens Bank & Trust CO563KShares$28.4 Million0.4% of portfolio
-
Aprio Wealth Management, LLC450KShares$22.8 Million3.94% of portfolio
-
Morgan Stanley New York, NY249KShares$12.6 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC197KShares$9.94 Million1.23% of portfolio