Kestra Advisory Services, LLC Dj Brookfield Global Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 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 6,318 shares of TOLZ stock, worth $288,163. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,318
Previous 5,007
26.18%
Holding current value
$288,163
Previous $228,000
27.19%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TOLZ
# of Institutions
49Shares Held
2.76MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA561KShares$25.6 Million0.1% of portfolio
-
First Citizens Bank & Trust CO545KShares$24.9 Million0.4% of portfolio
-
Aaron Wealth Advisors LLC498KShares$22.7 Million3.3% of portfolio
-
Aprio Wealth Management, LLC220KShares$10.1 Million2.09% of portfolio
-
Morgan Stanley New York, NY166KShares$7.55 Million0.0% of portfolio