Wealth Architects, LLC Dj Brookfield Global Transaction History
Wealth Architects, LLC
- $793 Million
- Q2 2024
A detailed history of Wealth Architects, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Wealth Architects, LLC holds 66,768 shares of TOLZ stock, worth $3.38 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
66,768
Previous 66,829
0.09%
Holding current value
$3.38 Million
Previous $3.07 Million
2.22%
% of portfolio
0.38%
Previous 0.42%
Shares
18 transactions
Others Institutions Holding TOLZ
# of Institutions
54Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA578KShares$29.2 Million0.1% of portfolio
-
First Citizens Bank & Trust CO563KShares$28.5 Million0.4% of portfolio
-
Aprio Wealth Management, LLC450KShares$22.8 Million3.94% of portfolio
-
Morgan Stanley New York, NY249KShares$12.6 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC197KShares$9.96 Million1.23% of portfolio