Tolleson Wealth Management, Inc. Ishares Tr Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,523,641 shares of INTF stock, worth $79.6 Million. This represents 14.86% of its overall portfolio holdings.
Number of Shares
2,523,641
Previous 2,496,961
1.07%
Holding current value
$79.6 Million
Previous $78.5 Million
7.65%
% of portfolio
14.86%
Previous 14.96%
Shares
9 transactions
Others Institutions Holding INTF
# of Institutions
162Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$268 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$99.2 Million5.03% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$76.9 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$57.8 Million5.43% of portfolio
-
Brr Op Co, LLC1.61MShares$50.9 Million4.15% of portfolio