Wealth Architects, LLC Dj Brookfield Global Transaction History
Wealth Architects, LLC
- $827 Million
- Q4 2024
A detailed history of Wealth Architects, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Wealth Architects, LLC holds 63,509 shares of TOLZ stock, worth $3.4 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
63,509
Previous 64,308
1.24%
Holding current value
$3.4 Million
Previous $3.25 Million
4.06%
% of portfolio
0.38%
Previous 0.38%
Shares
20 transactions
Others Institutions Holding TOLZ
# of Institutions
55Shares Held
2.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY655KShares$35.1 Million0.0% of portfolio
-
Aprio Wealth Management, LLC591KShares$31.7 Million4.6% of portfolio
-
Gradient Investments LLC270KShares$14.5 Million0.36% of portfolio
-
Aaron Wealth Advisors LLC160KShares$8.54 Million0.97% of portfolio
-
Wells Fargo & Company San Francisco, CA77.7KShares$4.16 Million0.0% of portfolio