Wealth Architects, LLC Dj Brookfield Global Transaction History
Wealth Architects, LLC
- $846 Million
- Q1 2025
A detailed history of Wealth Architects, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Wealth Architects, LLC holds 60,847 shares of TOLZ stock, worth $3.27 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
60,847
Previous 35,300
72.37%
Holding current value
$3.27 Million
Previous $1.86 Million
72.39%
% of portfolio
0.38%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding TOLZ
# of Institutions
62Shares Held
2.16MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC540KShares$29 Million3.89% of portfolio
-
Morgan Stanley New York, NY381KShares$20.4 Million0.0% of portfolio
-
Gradient Investments LLC277KShares$14.9 Million0.34% of portfolio
-
Aaron Wealth Advisors LLC159KShares$8.54 Million0.89% of portfolio
-
Wells Fargo & Company San Francisco, CA80.9KShares$4.34 Million0.0% of portfolio