Aaron Wealth Advisors LLC Dj Brookfield Global Transaction History
Aaron Wealth Advisors LLC
- $854 Million
- Q4 2024
A detailed history of Aaron Wealth Advisors LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 163,384 shares of TOLZ stock, worth $8.29 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
163,384
Previous 147,781
10.56%
Holding current value
$8.29 Million
Previous $7.47 Million
7.42%
% of portfolio
0.94%
Previous 0.9%
Shares
17 transactions
Others Institutions Holding TOLZ
# of Institutions
49Shares Held
2.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY655KShares$33.3 Million0.0% of portfolio
-
Aprio Wealth Management, LLC591KShares$30 Million4.6% of portfolio
-
Wells Fargo & Company San Francisco, CA77.7KShares$3.94 Million0.0% of portfolio
-
First Citizens Bank & Trust CO64.2KShares$3.26 Million0.05% of portfolio
-
Wealth Architects, LLC63.5KShares$3.22 Million0.38% of portfolio