O'Shaughnessy Asset Management, LLC Dj Brookfield Global Transaction History
O'Shaughnessy Asset Management, LLC
- $16.5 Billion
- Q3 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 6,307 shares of TOLZ stock, worth $344,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,307
Previous 6,593
4.34%
Holding current value
$344,425
Previous $355,000
3.94%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TOLZ
# of Institutions
67Shares Held
2.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY482KShares$26.3 Million0.0% of portfolio
-
Aprio Wealth Management, LLC407KShares$22.2 Million2.44% of portfolio
-
Gradient Investments LLC312KShares$17 Million0.36% of portfolio
-
Aaron Wealth Advisors LLC189KShares$10.3 Million0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA93.7KShares$5.12 Million0.0% of portfolio