Money Concepts Capital Corp Dj Brookfield Global Transaction History
Money Concepts Capital Corp
- $1.26 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding TOLZ
# of Institutions
49Shares Held
2.21MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC591KShares$29.3 Million4.6% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$26.5 Million0.1% of portfolio
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Morgan Stanley New York, NY327KShares$16.2 Million0.0% of portfolio
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Aaron Wealth Advisors LLC163KShares$8.09 Million0.94% of portfolio
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Wells Fargo & Company San Francisco, CA75.6KShares$3.74 Million0.0% of portfolio