Kestra Advisory Services, LLC Dj Brookfield Global Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 2024
A detailed history of Kestra Advisory Services, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 5,271 shares of TOLZ stock, worth $258,700. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,271
Previous 5,861
10.07%
Holding current value
$258,700
Previous $263,000
1.14%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding TOLZ
# of Institutions
52Shares Held
2.61MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA536KShares$26.3 Million0.1% of portfolio
-
First Citizens Bank & Trust CO526KShares$25.8 Million0.41% of portfolio
-
Aprio Wealth Management, LLC511KShares$25.1 Million4.48% of portfolio
-
Morgan Stanley New York, NY327KShares$16.1 Million0.0% of portfolio
-
Aaron Wealth Advisors LLC148KShares$7.25 Million0.9% of portfolio