Tolleson Wealth Management, Inc. Vanguard Small Cap ETF Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 1,761 shares of VB stock, worth $429,543. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$429,543
Previous $385,000
8.83%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio