Svb Wealth LLC Dj Brookfield Global Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

A detailed history of Svb Wealth LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Svb Wealth LLC holds 10,426 shares of TOLZ stock, worth $510,561. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,426
Previous 100,586 89.63%
Holding current value
$510,561
Previous $4.52 Million 88.34%
% of portfolio
0.45%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$44.92 - $51.35 $4.05 Million - $4.63 Million
-90,160 Reduced 89.63%
10,426 $527,000
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
52
Shares Held
2.61M
Call Options Held
0
Put Options Held
0
View Full List

About DJ BROOKFIELD GLOBAL

TOLZ Quotes by TradingView
  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email