Wealth Architects, LLC Dj Brookfield Global Call Options Transaction History
Wealth Architects, LLC
- $846 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
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