• 13F History

Tolleson Private Wealth Management, LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Signature - Title
Courtney Paige Pregler - Chief Compliance Officer
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 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. $488M Dallas, TX 028-19460