Svb Wealth LLC Dj Brookfield Global Transaction History
Svb Wealth LLC
- $1.85 Billion
- Q2 2025
A detailed history of Svb Wealth LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Svb Wealth LLC holds 15,944 shares of TOLZ stock, worth $851,409. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,944
Previous 32,306
50.65%
Holding current value
$851,409
Previous $1.7 Million
49.53%
% of portfolio
0.05%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding TOLZ
# of Institutions
63Shares Held
2.1MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC424KShares$22.7 Million2.83% of portfolio
-
Morgan Stanley New York, NY404KShares$21.5 Million0.0% of portfolio
-
Gradient Investments LLC277KShares$14.8 Million0.34% of portfolio
-
Aaron Wealth Advisors LLC159KShares$8.5 Million0.89% of portfolio
-
Jane Street Group, LLC New York, NY96.4KShares$5.15 Million0.0% of portfolio