Sea Crest Wealth Management, LLC Dj Brookfield Global Transaction History
Sea Crest Wealth Management, LLC
- $874 Million
- Q2 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 6,321 shares of TOLZ stock, worth $337,162. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,321
Previous 6,223
1.57%
Holding current value
$337,162
Previous $326,000
4.29%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding TOLZ
# of Institutions
62Shares Held
2.17MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC540KShares$28.8 Million3.89% of portfolio
-
Morgan Stanley New York, NY381KShares$20.3 Million0.0% of portfolio
-
Gradient Investments LLC277KShares$14.8 Million0.34% of portfolio
-
Aaron Wealth Advisors LLC159KShares$8.49 Million0.89% of portfolio
-
Wells Fargo & Company San Francisco, CA80.9KShares$4.32 Million0.0% of portfolio