Strategic Wealth Partners, Ltd. Dj Brookfield Global Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Dj Brookfield Global stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,309 shares of TOLZ stock, worth $126,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,309
Previous 2,122 8.81%
Holding current value
$126,094
Previous $114,000 8.77%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$52.67 - $54.58 $9,849 - $10,206
187 Added 8.81%
2,309 $124,000
Q2 2025

Aug 11, 2025
BUY
$48.57 - $54.85 $103,065 - $116,391
2,122 New
2,122 $114,000
Q3 2020

Nov 10, 2020
SELL
$37.42 - $41.6 $713,075 - $792,729
-19,056 Closed
0 $0
Q2 2020

Aug 11, 2020
BUY
$33.42 - $43.47 $102,733 - $133,626
3,074 Added 19.23%
19,056 $755,000
Q4 2019

Jan 30, 2020
BUY
$44.43 - $47.03 $222,772 - $235,808
5,014 Added 45.71%
15,982 $750,000
Q3 2019

Oct 28, 2019
BUY
$45.17 - $46.11 $44,176 - $45,095
978 Added 9.79%
10,968 $496,000
Q2 2019

Aug 06, 2019
BUY
N/A
1,174 Added 13.32%
9,990 $450,000
Q1 2019

May 14, 2019
BUY
N/A
4,903 Added 125.3%
8,816 $389,000
Q4 2018

Jan 24, 2019
BUY
N/A
607 Added 18.36%
3,913 $0
Q3 2018

Dec 06, 2018
BUY
N/A
249 Added 8.15%
3,306 $137,000
Q2 2018

Sep 04, 2018
SELL
N/A
-1,152 Reduced 27.37%
3,057 $128,000
Q1 2018

Jul 13, 2018
BUY
N/A
4,209 New
4,209 $169,000

Others Institutions Holding TOLZ

# of Institutions
67
Shares Held
2.16M
Call Options Held
0
Put Options Held
0
View Full List

About DJ BROOKFIELD GLOBAL

TOLZ Quotes by TradingView
  • Ticker TOLZ
  • Sector ETFs
  • Industry ETFs
More about TOLZ
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