Tolleson Wealth Management, Inc. Ishares Trust Ishares Msci Glo Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 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 $674,128. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,980
Previous 8,980
-0.0%
Holding current value
$674,128
Previous $728,000
2.88%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SDG
# of Institutions
122Shares Held
1.8MCall Options Held
0Put Options Held
0-
Cwm, LLC380KShares$28.5 Million0.15% of portfolio
-
Jane Street Group, LLC New York, NY161KShares$12.1 Million0.02% of portfolio
-
Mission Wealth Management, LP138KShares$10.4 Million0.29% of portfolio
-
Wealth Enhancement Advisory Services, LLC104KShares$7.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC67KShares$5.03 Million0.0% of portfolio