Tolleson Wealth Management, Inc. Purchases and Sells in Q1 2025

Tolleson Wealth Management, Inc.

13 operations

Stock	Shares change	Price Range	Shares Held
INTF	209K + 8.27%	$28.43 - $31.96 $5.94M - $6.67M	2.73M $84.3M
NULC	10.7K + 16.79%	$42.96 - $47.7 $458K - $508K	74.1K $3.25M
NVDA	4.1K + 56.94%	$106.98 - $149.43 $439K - $613K	11.3K $1.23M
QUAL	1.35K + 84.01%	$168.16 - $186.21 $227K - $251K	2.96K $505K
IEMG	1.51K + 8.85%	N/A	18.5K $1M
USHY	1.78K + 1.03%	$36.63 - $37.45 $65.1K - $66.5K	173K $6.38M

4 operations

Stock	Shares change	Price Range	Shares Held
ISHARES HIGH YIELD MUNI ACTIVE ETF	412K New	N/A	412K $20.4M
VONG	214K New	$92.71 - $107.38 $19.8M - $22.9M	214K $19.8M
INVESCO GALAXY BITCOIN ETF	14K New	N/A	14K $1.15M
BRK-B	403 New	$442.66 - $534.52 $178K - $215K	403 $215K

32 operations

Stock	Shares change	Price Range	Shares Held
QUS	-23.5K - 3.87%	$152.57 - $163.66 $3.59M - $3.85M	585K $91.6M
AAPL	-3.9K - 33.68%	$209.68 - $247.1 $817K - $963K	7.67K $1.7M
SPY	-640 - 2.17%	$551.42 - $612.93 $353K - $392K	28.8K $16.2M
MSFT	-2.13K - 29.01%	$375.39 - $447.2 $800K - $953K	5.22K $1.96M
IWF	-610 - 3.48%	$360.07 - $417.26 $220K - $255K	16.9K $6.11M
UCON	-28.9K - 9.22%	$24.5 - $24.95 $707K - $720K	284K $7.04M

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