Toth Financial Advisory Corp Dj Brookfield Global Transaction History
Toth Financial Advisory Corp
- $825 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding TOLZ
# of Institutions
52Shares Held
2.61MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$26.2 Million0.1% of portfolio
-
First Citizens Bank & Trust CO526KShares$25.8 Million0.41% of portfolio
-
Aprio Wealth Management, LLC511KShares$25 Million4.48% of portfolio
-
Morgan Stanley New York, NY327KShares$16 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC148KShares$7.24 Million0.9% of portfolio