Svb Wealth LLC Dj Brookfield Global Transaction History
Svb Wealth LLC
- $4.01 Billion
- Q2 2024
A detailed history of Svb Wealth LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Svb Wealth LLC holds 100,586 shares of TOLZ stock, worth $5.11 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
100,586
Previous 104,706
3.93%
Holding current value
$5.11 Million
Previous $4.81 Million
5.99%
% of portfolio
0.11%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding TOLZ
# of Institutions
54Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA578KShares$29.3 Million0.1% of portfolio
-
First Citizens Bank & Trust CO563KShares$28.6 Million0.4% of portfolio
-
Aprio Wealth Management, LLC450KShares$22.9 Million3.94% of portfolio
-
Morgan Stanley New York, NY249KShares$12.7 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC197KShares$9.99 Million1.23% of portfolio