Sea Crest Wealth Management, LLC Dj Brookfield Global Transaction History
Sea Crest Wealth Management, LLC
- $882 Million
- Q3 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,322 shares of TOLZ stock, worth $399,854. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,322
Previous 6,321
15.84%
Holding current value
$399,854
Previous $340,000
16.47%
% of portfolio
0.04%
Previous 0.04%
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