Gradient Investments LLC Dj Brookfield Global Transaction History
Gradient Investments LLC
- $3.51 Billion
- Q2 2024
Shares
13 transactions
Others Institutions Holding TOLZ
# of Institutions
51Shares Held
2.7MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA578KShares$27.5 Million0.1% of portfolio
-
First Citizens Bank & Trust CO563KShares$26.8 Million0.4% of portfolio
-
Aprio Wealth Management, LLC450KShares$21.4 Million3.94% of portfolio
-
Aaron Wealth Advisors LLC197KShares$9.35 Million1.23% of portfolio
-
Morgan Stanley New York, NY166KShares$7.88 Million0.0% of portfolio