Tolleson Wealth Management, Inc.
Q1 2020 13F Holdings
Location
Dallas, TX
Holdings as of
3/31/2020
Value ($000)
$227,889
Num holdings
60
Date filed
8/25/2020
Form type
13F-HR/A - RESTATEMENT
Prev filing
8/25/2020
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 Q1 2020 to
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2 - RESTATEMENT
2020 Q1 - RESTATEMENT
2019 Q4 - RESTATEMENT
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type