Operose Advisors LLC Dj Brookfield Global Transaction History
Operose Advisors LLC
- $307 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding TOLZ
# of Institutions
50Shares Held
2.69MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC591KShares$29.9 Million4.6% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$27.1 Million0.1% of portfolio
-
First Citizens Bank & Trust CO526KShares$26.6 Million0.41% of portfolio
-
Morgan Stanley New York, NY327KShares$16.5 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC163KShares$8.25 Million0.94% of portfolio