Intercontinental Wealth Advisors, LLC Dj Brookfield Global Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,327 shares of TOLZ stock, worth $390,822. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,327
Previous 12,577
41.74%
Holding current value
$390,822
Previous $571,000
42.56%
% of portfolio
0.08%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding TOLZ
# of Institutions
63Shares Held
2.16MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC540KShares$28.8 Million3.89% of portfolio
-
Morgan Stanley New York, NY381KShares$20.3 Million0.0% of portfolio
-
Gradient Investments LLC270KShares$14.4 Million0.36% of portfolio
-
Aaron Wealth Advisors LLC160KShares$8.51 Million0.97% of portfolio
-
Wells Fargo & Company San Francisco, CA80.9KShares$4.32 Million0.0% of portfolio