Tolleson Wealth Management, Inc. Ishares Trust Ishares Msci Glo Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 8,980 shares of SDG stock, worth $637,131. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,980
Previous 8,980
-0.0%
Holding current value
$637,131
Previous $761,000
15.51%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SDG
# of Institutions
121Shares Held
1.09MCall Options Held
0Put Options Held
0-
Cwm, LLC234KShares$16.6 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC60.3KShares$4.28 Million0.0% of portfolio
-
Aspiriant, LLC48.8KShares$3.46 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A639.3KShares$2.79 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ37.9KShares$2.69 Million0.01% of portfolio