Tolleson Wealth Management, Inc.

Q1 2021 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
3/31/2021
Value ($000)
$331,042
Num holdings
74
Date filed
5/5/2021
Form type
13F-HR
Prev filing
2/16/2021
Next filing
8/13/2021
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