Tolleson Wealth Management, Inc. Ishares Tr Exponential Technol Transaction History

Tolleson Wealth Management, Inc.

  • $507 Million
  • Q2 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 3,511 shares of XT stock, worth $210,695. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,511
Previous 3,511 -0.0%
Holding current value
$210,695
Previous $209,000 0.96%
% of portfolio
0.04%
Previous 0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$48.21 - $60.43 $169,265 - $212,169
3,511 New
3,511 $210,000

Others Institutions Holding XT

# of Institutions
259
Shares Held
43.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EXPONENTIAL TECHNOL

XT Quotes by TradingView
  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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