Tolleson Wealth Management, Inc.

Q2 2020 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
6/30/2020
Value ($000)
$228,545
Num holdings
67
Date filed
11/20/2020
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/20/2020
Next filing
11/16/2020
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TPWM Services, Inc. 028-19461
2 Tolleson Private Wealth Management, LP 028-19462