Steward Partners Investment Advisory, LLC Dj Brookfield Global Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
Shares
6 transactions
Others Institutions Holding TOLZ
# of Institutions
49Shares Held
2.76MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA561KShares$25.5 Million0.1% of portfolio
-
First Citizens Bank & Trust CO545KShares$24.8 Million0.4% of portfolio
-
Aaron Wealth Advisors LLC498KShares$22.7 Million3.3% of portfolio
-
Aprio Wealth Management, LLC220KShares$10 Million2.09% of portfolio
-
Morgan Stanley New York, NY166KShares$7.53 Million0.0% of portfolio