Aaron Wealth Advisors LLC Dj Brookfield Global Transaction History
Aaron Wealth Advisors LLC
- $832 Million
- Q3 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 147,781 shares of TOLZ stock, worth $7.37 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
147,781
Previous 196,684
24.86%
Holding current value
$7.37 Million
Previous $8.84 Million
15.49%
% of portfolio
0.9%
Previous 1.23%
Shares
16 transactions
Others Institutions Holding TOLZ
# of Institutions
56Shares Held
2.62MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$26.7 Million0.1% of portfolio
-
First Citizens Bank & Trust CO526KShares$26.2 Million0.41% of portfolio
-
Aprio Wealth Management, LLC511KShares$25.5 Million4.48% of portfolio
-
Morgan Stanley New York, NY249KShares$12.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA142KShares$7.09 Million0.0% of portfolio