Tolleson Wealth Management, Inc. Impact Shares Affordable Housing MBS ETF Transaction History

Tolleson Wealth Management, Inc.

  • $511 Million
  • Q1 2024
Number of Shares
51,512
Holding current value
$879,000
% of portfolio
0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
N/A
51,512 New
51,512 $879,000
Track This Portfolio

Track Tolleson Wealth Management, Inc. Portfolio

Follow Tolleson Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tolleson Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tolleson Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email