Intercontinental Wealth Advisors, LLC Dj Brookfield Global Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,327 shares of TOLZ stock, worth $362,613. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,327
Previous 12,577
41.74%
Holding current value
$362,613
Previous $571,000
42.56%
% of portfolio
0.08%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding TOLZ
# of Institutions
49Shares Held
2.21MCall Options Held
0Put Options Held
0-
Aprio Wealth Management, LLC591KShares$29.3 Million4.6% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$26.5 Million0.1% of portfolio
-
Morgan Stanley New York, NY327KShares$16.2 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC163KShares$8.09 Million0.94% of portfolio
-
Wells Fargo & Company San Francisco, CA75.6KShares$3.74 Million0.0% of portfolio