Tolleson Wealth Management, Inc. BLACKROCK INCOME TR INC COM NEW Transaction History

Tolleson Wealth Management, Inc.

  • $525 Million
  • Q3 2024
Number of Shares
28,485
Previous 29,528 3.53%
Holding current value
$354,000
Previous $352,000 0.57%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-1,043 Reduced 3.53%
28,485 $354,000
Q2 2024

Aug 14, 2024
SELL
N/A
-228 Reduced 0.77%
29,528 $352,000
Q4 2023

Feb 14, 2024
BUY
N/A
29,756 New
29,756 $362,000
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