Tolleson Wealth Management, Inc.

Q2 2022 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
6/30/2022
Value ($000)
$353,656
Num holdings
68
Date filed
8/15/2022
Form type
13F-HR
Prev filing
5/16/2022
Next filing
11/14/2022
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