Tolleson Wealth Management, Inc. Options Holdings

Tolleson Wealth Management, Inc.

  • $507 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $507 Million
  • Prior Value $511 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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