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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
2023-12-31 $595k 35k 17.24
2023-09-30 $551k 34k 16.25
2023-06-30 $575k 34k 17.11
2023-03-31 $583k 34k 17.35
2022-12-31 $402k 24k 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)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

Top funds holding Impact Shs Tr I

Allianz Investment Management U.S
WCG Wealth Advisors
Jane Street
Tolleson Wealth Management
National Bank Of Canada /fi/
ICA Group Wealth Management
General Re - New England Asset Management

View all funds holding Impact Shs Tr I