Tolleson Wealth Management, Inc. Ishares Tr Call Options Transaction History

Tolleson Wealth Management, Inc.

$518 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding INTF

# of Institutions

168

Shares Held

49.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.66M
Shares

$293 Million
15.74% of portfolio
Halbert Hargrove Global Advisors, LLC

3.18M
Shares

$108 Million
5.63% of portfolio
Invesco Ltd. Atlanta, GA

2.52M
Shares

$85.4 Million
0.02% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$82.6 Million
3.22% of portfolio
Kestra Investment Management, LLC Austin, TX

2.29M
Shares

$77.6 Million
1.45% of portfolio

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