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MassMutual Private Wealth & Trust’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TOLZ Stock Details TOLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-71
Closed -$3.26K – 2230
2024
Q1 		$3.26K Buy
+71
New +$3.18K ﹤0.01% 1396

Other funds holding TOLZ

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

MassMutual Private Wealth & Trust's TOLZ Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) in Q2 2024, closing a stake of 71 shares — an estimated $3.26K sold.

MassMutual Private Wealth & Trust first reported a position in TOLZ in Q1 2024 and held it in 1 quarter. The position peaked at $3.26K in Q1 2024. 52 funds tracked by Wall St. Rank hold TOLZ as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining ProShares DJ Brookfield Global Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 71 ProShares DJ Brookfield Global Infrastructure ETF shares in Q2 2024, an estimated $3.26K.
  • MassMutual Private Wealth & Trust first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q1 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's ProShares DJ Brookfield Global Infrastructure ETF position peaked at $3.26K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.