Tolleson Wealth Management, Inc. Ishares Tr Call Options Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding INTF
# of Institutions
160Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$264 Million14.65% of portfolio
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Halbert Hargrove Global Advisors, LLC3.14MShares$97.7 Million5.03% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$75.8 Million3.22% of portfolio
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Clearwater Capital Advisors, LLC1.83MShares$56.9 Million5.43% of portfolio
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Brr Op Co, LLC1.61MShares$50.1 Million4.15% of portfolio