Tolleson Wealth Management, Inc.

Q2 2021 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
6/30/2021
Value ($000)
$371,022
Num holdings
71
Date filed
8/13/2021
Form type
13F-HR
Prev filing
5/5/2021
Next filing
11/15/2021
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