Tolleson Wealth Management, Inc. Impact Shares Affordable Housing MBS ETF Transaction History

Tolleson Wealth Management, Inc.

  • $488 Million
  • Q4 2024
Number of Shares
69,789
Previous 51,512 35.48%
Holding current value
$1.18 Million
Previous $906,000 30.13%
% of portfolio
0.24%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
18,277 Added 35.48%
69,789 $1.18 Million
Q1 2024

May 15, 2024
BUY
N/A
51,512 New
51,512 $879,000
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