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Impact Shs Tr I shares owned by Tolleson Wealth Management

Quarter-by-quarter ownership of Impact Shs Tr I shares owned by Tolleson Wealth Management from 13F filings

Historical chart of Tolleson Wealth Management investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Tr I by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $879k 52k 17.06

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

Top funds holding Impact Shs Tr I

LPL Financial
Adviser Investments
Ethic
Abacus Wealth Partners
Atria Investments
Tolleson Wealth Management
OneAscent Financial Services
OneAscent Wealth Management
Jane Street
Verus Capital Partners
PFG Investments
Goss Wealth Management
UBS Group
ICA Group Wealth Management
Global Retirement Partners

View all funds holding Impact Shs Tr I