Envestnet Portfolio Solutions, Inc. Dj Brookfield Global Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Dj Brookfield Global stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 535,894 shares of TOLZ stock, worth $26.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
535,894
Previous 577,719 7.24%
Holding current value
$26.3 Million
Previous $26 Million 4.34%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$44.92 - $51.35 $1.88 Million - $2.15 Million
-41,825 Reduced 7.24%
535,894 $27.1 Million
Q2 2024

Jul 16, 2024
BUY
$43.12 - $47.5 $734,549 - $809,162
17,035 Added 3.04%
577,719 $26 Million
Q1 2024

May 06, 2024
SELL
$43.08 - $46.04 $1.07 Million - $1.14 Million
-24,836 Reduced 4.24%
560,684 $25.8 Million
Q4 2023

Feb 07, 2024
SELL
$39.92 - $45.95 $2.66 Million - $3.07 Million
-66,704 Reduced 10.23%
585,520 $26.7 Million
Q3 2023

Nov 13, 2023
BUY
$41.39 - $45.77 $27 Million - $29.9 Million
652,224 New
652,224 $27 Million

Others Institutions Holding TOLZ

# of Institutions
52
Shares Held
2.61M
Call Options Held
0
Put Options Held
0
View Full List

About DJ BROOKFIELD GLOBAL

TOLZ Quotes by TradingView
  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email