Gradient Investments LLC Dj Brookfield Global Transaction History

Gradient Investments LLC

$4.41 Billion
Q2 2025

A detailed history of Gradient Investments LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Gradient Investments LLC holds 277,254 shares of TOLZ stock, worth $14.8 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

277,254

Previous 270,128 2.64%

Holding current value

$14.8 Million

Previous $14.2 Million 5.24%

% of portfolio

0.34%

Previous 0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$48.57 - $54.85 $346,109 - $390,861	7,126 Added 2.64%	277,254 $14.9 Million
Q1 2025 Apr 09, 2025	BUY	$48.2 - $52.75 $13 Million - $14.2 Million	270,128 New	270,128 $14.2 Million
Q1 2023 Apr 17, 2023	SELL	$43.27 - $47.34 $4,716 - $5,160	-109 Reduced 97.32%	3 $0
Q4 2022 Jan 10, 2023	SELL	$39.42 - $46.6 $1,419 - $1,677	-36 Reduced 24.32%	112 $0
Q4 2021 Jan 12, 2022	SELL	$44.67 - $47.83 $4,154 - $4,448	-93 Reduced 38.59%	148 $7,000
Q3 2021 Oct 18, 2021	SELL	$45.16 - $47.74 $17,160 - $18,141	-380 Reduced 61.19%	241 $11,000
Q2 2021 Jul 12, 2021	SELL	$43.69 - $48.6 $9,131 - $10,157	-209 Reduced 25.18%	621 $29,000
Q1 2021 Apr 21, 2021	SELL	$40.73 - $43.74 $157,869 - $169,536	-3,876 Reduced 82.36%	830 $36,000
Q3 2020 Oct 06, 2020	SELL	$37.42 - $41.6 $22.3 Million - $24.7 Million	-594,725 Reduced 99.21%	4,706 $180,000
Q2 2020 Jul 10, 2020	SELL	$33.42 - $43.47 $266,290 - $346,368	-7,968 Reduced 1.31%	599,431 $23.8 Million
Q1 2020 Apr 07, 2020	BUY	$29.7 - $48.95 $2.82 Million - $4.65 Million	95,001 Added 18.54%	607,399 $21.4 Million
Q4 2019 Jan 15, 2020	BUY	$44.43 - $47.03 $1.74 Million - $1.84 Million	39,194 Added 8.28%	512,398 $24.1 Million
Q3 2019 Oct 10, 2019	BUY	$45.17 - $46.11 $362,805 - $370,355	8,032 Added 1.73%	473,204 $21.6 Million
Q2 2019 Jul 16, 2019	BUY	N/A	75,575 Added 19.4%	465,172 $21 Million
Q1 2019 Apr 11, 2019	BUY	N/A	389,597 New	389,597 $17.1 Million

Others Institutions Holding TOLZ

# of Institutions

Shares Held

2.1M

Call Options Held

Put Options Held

View Full List

About DJ BROOKFIELD GLOBAL

Ticker TOLZ
Sector ETFs
Industry ETFs

More about TOLZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account

Gradient Investments LLC Dj Brookfield Global Transaction History