Valley National Advisers Inc Dj Brookfield Global Transaction History

Valley National Advisers Inc

$674 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$39.42 - $46.6 $7,332 - $8,667	-186 Reduced 53.3%	163 $7,000
Q3 2021 Nov 10, 2021	SELL	$45.16 - $47.74 $3,477 - $3,675	-77 Reduced 18.08%	349 $16,000
Q1 2021 May 07, 2021	SELL	$40.73 - $43.74 $407 - $437	-10 Reduced 2.29%	426 $19,000
Q4 2020 Feb 11, 2021	SELL	$37.45 - $42.4 $861 - $975	-23 Reduced 5.01%	436 $18,000
Q3 2020 Nov 13, 2020	SELL	$37.42 - $41.6 $149 - $166	-4 Reduced 0.86%	459 $0
Q1 2020 May 13, 2020	SELL	$29.7 - $48.95 $534 - $881	-18 Reduced 3.74%	463 $16,000
Q3 2019 Nov 12, 2019	SELL	$45.17 - $46.11 $316 - $322	-7 Reduced 1.43%	481 $22,000
Q1 2019 Apr 26, 2019	SELL	N/A	-15 Reduced 2.98%	488 $21,000
Q2 2018 Aug 14, 2018	SELL	N/A	-159 Reduced 24.02%	503 $21,000
Q1 2018 Apr 19, 2018	SELL	N/A	-36 Reduced 5.16%	662 $27,000
Q4 2017 Feb 13, 2018	SELL	N/A	-47 Reduced 6.31%	698 $30,000
Q3 2017 Nov 14, 2017	BUY	N/A	745	745 $32,000

Others Institutions Holding TOLZ

# of Institutions

54

Shares Held

2.74M

Call Options Held

0

Put Options Held

0

About DJ BROOKFIELD GLOBAL

Ticker TOLZ
Sector ETFs
Industry ETFs

More about TOLZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.