Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Toll Brothers shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Toll Brothers

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All positions including Toll Brothers held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 47k 154.49
2024-06-30 $2.8M 24k 115.18

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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
State Street Corporation
Dimensional Fund Advisors
Massachusetts Financial Services
Geode Capital Management
Invesco
Jpmorgan Chase & Co
Bank of New York Mellon
LSV Asset Management
Allianz Asset Management
Goldman Sachs Group
AQR Capital Management
Bamco

View all funds holding Toll Brothers