SVB WEALTH LLC
Position in TOLZ — ProShares DJ Brookfield Global Infrastructure ETF
CIK 1626116
BOSTON, MA
All Filings in TOLZ
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TOLZ | $360,959 | 6,018 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 TOLZ | $360,368 | 6,655 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 TOLZ | $418,888 | 7,740 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 TOLZ | $858,584 | 15,944 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 TOLZ | $1,700,910 | 32,306 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 TOLZ | $2,735,345 | 55,687 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 TOLZ | $527,138 | 10,426 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 TOLZ | $4,521,340 | 100,586 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 TOLZ | $4,809,144 | 104,706 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 TOLZ | $4,211,601 | 92,299 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 TOLZ | $3,393,110 | 81,979 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 TOLZ | $4,263,972 | 94,966 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 TOLZ | $4,793,000 | 105,503 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 TOLZ | $7,165,494 | 161,131 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 TOLZ | $1,224,114 | 30,047 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 TOLZ | $1,054,918 | 22,933 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||