Tolleson Wealth Management, Inc. Purchases and Sells in Q3 2024

Tolleson Wealth Management, Inc.

4 operations

Stock	Shares change	Price Range	Shares Held
SPY	46.3K + 154.22%	$517.38 - $573.86 $24M - $26.6M	76.3K $44M
INTF	53.9K + 2.21%	$28.08 - $31.79 $1.51M - $1.71M	2.5M $78.5M
NULC	1.73K + 2.8%	$41.51 - $46.29 $71.8K - $80.1K	63.4K $2.94M
IEMG	341 + 1.3%	$53.64 - $53.64 $18.3K - $18.3K	26.6K $1.53M

6 operations

Stock	Shares change	Price Range	Shares Held
SYY	7.91K New	$69.16 - $78.98 $547K - $625K	7.91K $617K
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF	3.3K New	N/A	3.3K $335K
CBRE	2K New	$85.97 - $124.48 $172K - $249K	2K $249K
EMR	2.03K New	$98.19 - $118.87 $199K - $241K	2.03K $222K
BRK-B	479 New	$405.19 - $478.57 $194K - $229K	479 $220K
BBY	1.93K New	$80.23 - $103.29 $155K - $200K	1.93K $202K

39 operations

Stock	Shares change	Price Range	Shares Held
ITOT	-60.8K - 17.48%	$113.41 - $125.62 $6.89M - $7.64M	287K $36.1M
UCON	-191K - 35.81%	$24.39 - $25.28 $4.66M - $4.83M	342K $8.6M
VEU	-66.2K - 18.06%	$56.47 - $63.69 $3.74M - $4.21M	300K $18.9M
HYG	-28.6K - 83.75%	$76.72 - $80.36 $2.19M - $2.3M	5.54K $445K
USHY	-36.9K - 17.96%	$36.06 - $37.66 $1.33M - $1.39M	169K $6.35M
V	-2.07K - 41.71%	$253.74 - $291.56 $525K - $604K	2.89K $795K

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