Wealth Bridge Capital Management, LLC Dj Brookfield Global Transaction History
Wealth Bridge Capital Management, LLC
- $342 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding TOLZ
# of Institutions
51Shares Held
2.6MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$28 Million0.1% of portfolio
-
First Citizens Bank & Trust CO526KShares$27.5 Million0.41% of portfolio
-
Aprio Wealth Management, LLC511KShares$26.7 Million4.48% of portfolio
-
Morgan Stanley New York, NY327KShares$17.1 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC148KShares$7.73 Million0.9% of portfolio