Lloyd Advisory Services, Llc. Dj Brookfield Global Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding TOLZ
# of Institutions
63Shares Held
2.16MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC540KShares$28.9 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$8.53 Million0.97% of portfolio
-
Wells Fargo & Company San Francisco, CA80.9KShares$4.33 Million0.0% of portfolio