Tolleson Wealth Management, Inc. Ishares Msci Usa Equal Weighte Transaction History
Tolleson Wealth Management, Inc.
- $518 Million
- Q1 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 7,978 shares of EUSA stock, worth $815,830. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,978
Previous 7,430
7.38%
Holding current value
$815,830
Previous $709,000
5.36%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding EUSA
# of Institutions
137Shares Held
8.03MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO1.63MShares$167 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC857KShares$87.6 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY482KShares$49.3 Million2.66% of portfolio
-
Schroder Investment Management Group London, X0460KShares$47 Million0.05% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN416KShares$42.5 Million0.89% of portfolio