Tolleson Wealth Management, Inc. Vanguard Transaction History
Tolleson Wealth Management, Inc.
- $518 Million
- Q1 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 16,164 shares of VGSH stock, worth $947,856. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,164
Previous 16,164
-0.0%
Holding current value
$947,856
Previous $940,000
0.96%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio