Tolleson Wealth Management, Inc. Consumer Staples Sector Spdr Transaction History
Tolleson Wealth Management, Inc.
- $518 Million
- Q1 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 4,053 shares of XLP stock, worth $308,190. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,053
Previous 4,053
-0.0%
Holding current value
$308,190
Previous $319,000
3.76%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XLP
# of Institutions
1,386Shares Held
175MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio