Tolleson Private Wealth Management, LP

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Signature - Title
Tracie H. Klein - VP & Secretary
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Tolleson Private Wealth Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tolleson Private Wealth Management, LP Tolleson Wealth Management, Inc. is reporting for Tolleson Private Wealth Management, LP.

Tolleson Wealth Management, Inc. is reporting for Tolleson Private Wealth Management, LP:

Name Holdings Value Location File Number
Tolleson Wealth Management, Inc. $525M Dallas, TX 028-19460