Tolleson Wealth Management, Inc.

Q4 2023 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
12/31/2023
Value ($000)
$485,333
Num holdings
83
Date filed
2/14/2024
Form type
13F-HR
Prev filing
11/14/2023
Next filing
5/15/2024
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