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Impact Shs Tr I shares owned by Tolleson Wealth Management

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) 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
2024-09-30 $906k 52k 17.59
2024-03-31 $879k 52k 17.06

More positions owned by Tolleson Wealth Management

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

View all positions for Tolleson Wealth Management

Top funds holding Impact Shs Tr I

Allianz Investment Management U.S
LPL Financial
WCG Wealth Advisors
Adviser Investments
Atria Investments
Ethic
Abacus Wealth Partners
Tolleson Wealth Management
OneAscent Wealth Management
Dynamic Advisors Solutions
PFG Investments
Verus Capital Partners
Perigon Wealth Management
Jane Street
Goss Wealth Management

View all funds holding Impact Shs Tr I