Tolleson Wealth Management, Inc. Ishares Tr Put Options Transaction History
Tolleson Wealth Management, Inc.
- $556 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding LRGF
# of Institutions
233Shares Held
37.8MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.82MShares$262 Million13.3% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$239 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
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Wells Fargo & Company San Francisco, CA1.99MShares$136 Million0.03% of portfolio
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Plancorp, LLC1.81MShares$124 Million4.02% of portfolio