Tolleson Wealth Management, Inc. Portfolio Holdings
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
Tolleson Wealth Management, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $507 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $113M, Spdr Ser Tr Msci Usa Strategic with a value of $107M, Ishares Tr with a value of $71.4M, Ishares Core S&P Total U.S. St with a value of $41.3M, and Vanguard Ftse All World Ex Us with a value of $21.5M.
Examining the 13F form we can see an decrease of $4.01M in the current position value, from $511M to 507M.
Tolleson Wealth Management, Inc. is based out at Dallas, TX
Below you can find more details about Tolleson Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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