Aprio Wealth Management, LLC TOLZ Holdings History
Aprio Wealth Management, LLC's ProShares DJ Brookfield Global Infrastructure ETF Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 540,483.00 shares of ProShares DJ Brookfield Global Infrastructure ETF(TOLZ), totaling $28.46 Mil. This investment constitutes 3.57% of their stock portfolio, and Aprio Wealth Management, LLC now holds 18.02% of the outstanding ProShares DJ Brookfield Global Infrastructure ETF(TOLZ) stock.
The initial trade took place in 2021Q3. And since then Aprio Wealth Management, LLC has made 11 purchases of TOLZ, at an average price of $46.45, for a total of 676,126.00 shares. In addition, there have been 4 sales at an average price of $47.09 for 135,643.00 shares. Based on historical transaction data and TOLZ's current price of $53.29, Aprio Wealth Management, LLC's estimated gain on his TOLZ holdings is $3.78 Mil, reflecting a 12.05% gain to date.
Aprio Wealth Management, LLC TOLZ ($53.29) Holding Chart
Aprio Wealth Management, LLC TOLZ ($53.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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