Svb Wealth LLC Dj Brookfield Global Transaction History

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025

A detailed history of Svb Wealth LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Svb Wealth LLC holds 32,306 shares of TOLZ stock, worth $1.73 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
32,306
Previous 55,687 41.99%
Holding current value
$1.73 Million
Previous $2.74 Million 37.84%
% of portfolio
0.07%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$48.2 - $52.75 $1.13 Million - $1.23 Million
-23,381 Reduced 41.99%
32,306 $1.7 Million
Q4 2024

Feb 05, 2025
BUY
$48.31 - $52.66 $2.19 Million - $2.38 Million
45,261 Added 434.12%
55,687 $2.74 Million
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
62
Shares Held
2.16M
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
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