Creative Planning Dj Brookfield Global Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dj Brookfield Global stock. As of the latest transaction made, Creative Planning holds 112 shares of TOLZ stock, worth $5,649. This represents 0.0% of its overall portfolio holdings.
Number of Shares
112Holding current value
$5,649% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding TOLZ
# of Institutions
49Shares Held
2.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY655KShares$33 Million0.0% of portfolio
-
Aprio Wealth Management, LLC591KShares$29.8 Million4.6% of portfolio
-
Aaron Wealth Advisors LLC163KShares$8.24 Million0.94% of portfolio
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Wells Fargo & Company San Francisco, CA77.7KShares$3.92 Million0.0% of portfolio
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First Citizens Bank & Trust CO64.2KShares$3.24 Million0.05% of portfolio