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

Tolleson Wealth Management, Inc.

$518 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding INTF

# of Institutions

175

Shares Held

49.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.58M
Shares

$293 Million
15.94% of portfolio
Halbert Hargrove Global Advisors, LLC

3.2M
Shares

$109 Million
5.78% of portfolio
Invesco Ltd. Atlanta, GA

2.52M
Shares

$86.1 Million
0.02% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$83.3 Million
3.22% of portfolio
Kestra Investment Management, LLC Austin, TX

2.29M
Shares

$78.3 Million
1.45% of portfolio

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