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 $5.09 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

100,586

Previous 104,706 3.93%

Holding current value

$5.09 Million

Previous $4.81 Million 5.99%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$43.12 - $47.5 $177,654 - $195,700	-4,120 Reduced 3.93%	100,586 $4.52 Million
Q1 2024 May 15, 2024	BUY	$43.08 - $46.04 $534,493 - $571,218	12,407 Added 13.44%	104,706 $4.81 Million
Q4 2023 Jan 30, 2024	BUY	$39.92 - $45.95 $411,974 - $474,204	10,320 Added 12.59%	92,299 $4.21 Million
Q3 2023 Oct 23, 2023	SELL	$41.39 - $45.77 $537,531 - $594,414	-12,987 Reduced 13.68%	81,979 $3.39 Million
Q2 2023 Jul 24, 2023	SELL	$43.71 - $47.07 $460,572 - $495,976	-10,537 Reduced 9.99%	94,966 $4.26 Million
Q1 2023 May 12, 2023	SELL	$43.27 - $47.34 $2.41 Million - $2.63 Million	-55,628 Reduced 34.52%	105,503 $4.79 Million
Q4 2022 Feb 10, 2023	BUY	$39.42 - $46.6 $5.17 Million - $6.11 Million	131,084 Added 436.26%	161,131 $7.17 Million
Q3 2022 Nov 09, 2022	BUY	$40.74 - $49.32 $289,824 - $350,862	7,114 Added 31.02%	30,047 $1.22 Million
Q2 2022 Aug 16, 2022	BUY	$44.52 - $51.33 $1.02 Million - $1.18 Million	22,933 New	22,933 $1.06 Million

Others Institutions Holding TOLZ

# of Institutions

Shares Held

2.74M

Call Options Held

Put Options Held

View Full List

About DJ BROOKFIELD GLOBAL

Ticker TOLZ
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Industry ETFs

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