Tolleson Wealth Management, Inc.
Q4 2019 13F Holdings
Location
Dallas, TX
Holdings as of
12/31/2019
Value ($000)
$206,673
Num holdings
65
Date filed
2/14/2020
Form type
13F-HR
Prev filing
11/14/2019
Next filing
11/20/2020
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q4 2019 to
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2020 Q2 - RESTATEMENT
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2019 Q4 - RESTATEMENT
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type