Tolleson Wealth Management, Inc.

Q2 2022 vs. Q4 2023 13F Holdings

Period
Q2 2022
Q4 2023
Holdings as of
6/30/2022
12/31/2023
Value ($000)
$353,656
$485,333
Num holdings
68
83
Form type
13F-HR
13F-HR
Date filed
8/15/2022
2/14/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q2 2022 Q4 2023 Diff Chg % Q2 2022 Q4 2023 Diff Chg %