West Paces Advisors Inc. Dj Brookfield Global Transaction History

West Paces Advisors Inc.

$439 Billion
Q1 2025

A detailed history of West Paces Advisors Inc. transactions in Dj Brookfield Global stock. As of the latest transaction made, West Paces Advisors Inc. holds 42 shares of TOLZ stock, worth $2,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,283

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	$48.2 - $52.75 $2,024 - $2,215	42 New	42 $2.21 Million

Others Institutions Holding TOLZ

# of Institutions

Shares Held

2.16M

Call Options Held

Put Options Held

Aprio Wealth Management, LLC

540K
Shares

$29.4 Million
3.89% of portfolio
Morgan Stanley New York, NY

381K
Shares

$20.7 Million
0.0% of portfolio
Gradient Investments LLC

270K
Shares

$14.7 Million
0.36% of portfolio
Aaron Wealth Advisors LLC

160K
Shares

$8.67 Million
0.97% of portfolio
Wells Fargo & Company San Francisco, CA

80.9K
Shares

$4.4 Million
0.0% of portfolio

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About DJ BROOKFIELD GLOBAL

Ticker TOLZ
Sector ETFs
Industry ETFs

More about TOLZ

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