Tolleson Wealth Management, Inc. Ishares Tr Exponential Technol Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 3,511 shares of XT stock, worth $214,522. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,511
Previous 3,511
-0.0%
Holding current value
$214,522
Previous $207,000
3.38%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.09 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.9 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.7 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.2 Million0.01% of portfolio