Sea Crest Wealth Management, LLC Dj Brookfield Global Transaction History
Sea Crest Wealth Management, LLC
- $913 Million
- Q4 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Dj Brookfield Global stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 9,570 shares of TOLZ stock, worth $522,617. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,570
Previous 7,322
30.7%
Holding current value
$522,617
Previous $396,000
31.82%
% of portfolio
0.06%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding TOLZ
# of Institutions
66Shares Held
2.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY482KShares$26.3 Million0.0% of portfolio
-
Aprio Wealth Management, LLC407KShares$22.2 Million2.44% of portfolio
-
Gradient Investments LLC326KShares$17.8 Million0.36% of portfolio
-
Aaron Wealth Advisors LLC189KShares$10.3 Million0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA93.7KShares$5.12 Million0.0% of portfolio