Tolleson Wealth Management, Inc. Purchases and Sells in Q4 2024

Tolleson Wealth Management, Inc.

  • $488 Million
  • Q4 2024

Top Buys

Incresed Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
54.4K
+ 452.92%
$66.37 - $71.58 $3.61M - $3.89M
66.4K $4.56M
3.39K
+ 41.41%
$221.69 - $259.02 $751K - $877K
11.6K $2.9M
1.84K
+ 33.49%
$406.35 - $454.46 $749K - $838K
7.35K $3.1M
2.19K
+ 51.92%
$180.88 - $232.93 $395K - $509K
6.4K $1.4M
746
+ 25.79%
$273.87 - $320.91 $204K - $239K
3.64K $1.15M
Impact Shares Affordable Housing MBS ETF
18.3K
+ 35.48%
N/A
69.8K $1.18M
View all

New Holdings

25 operations
Stock Shares change Price Range Shares Held Trade History
44.4K
New
$47.57 - $52.44 $2.11M - $2.33M
44.4K $2.12M
67.6K
New
$22.59 - $23.2 $1.53M - $1.57M
67.6K $1.53M
11K
New
$113.92 - $127.38 $1.25M - $1.4M
11K $1.27M
ISHARES BITCOIN TRUST ETF
21.6K
New
N/A
21.6K $1.15M
7.2K
New
$117.0 - $148.88 $842K - $1.07M
7.2K $967K
3.42K
New
$179.17 - $207.15 $613K - $708K
3.42K $650K
View all

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-46.9K
- 61.38%
$567.81 - $607.81 $26.6M - $28.5M
29.5K $17.3M
-70.2K
- 10.34%
$154.42 - $163.91 $10.8M - $11.5M
608K $94.2M
-115K
- 5.9%
$58.25 - $63.26 $6.71M - $7.28M
1.84M $111M
-10.1K
- 3.32%
$37.12 - $41.23 $375K - $416K
294K $10.9M
-29.3K
- 8.55%
$24.55 - $25.16 $719K - $737K
313K $7.72M
-8.89K
- 40.28%
$88.59 - $94.57 $787K - $840K
13.2K $1.17M
View all
Activity Summary
Buys All Purchases 46 New Holdings 25 Increased Positions 21 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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