Kestra Advisory Services, LLC Dj Brookfield Global Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 5,271 shares of TOLZ stock, worth $267,028. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,271
Previous 5,861
10.07%
Holding current value
$267,028
Previous $263,000
1.14%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding TOLZ
# of Institutions
51Shares Held
2.6MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$27.1 Million0.1% of portfolio
-
First Citizens Bank & Trust CO526KShares$26.6 Million0.41% of portfolio
-
Aprio Wealth Management, LLC511KShares$25.9 Million4.48% of portfolio
-
Morgan Stanley New York, NY327KShares$16.6 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC148KShares$7.49 Million0.9% of portfolio