TWM
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Tolleson Wealth Management’s Bank of New York Mellon BK Stock Holding History

Tolleson Wealth Management’s Portfolio BK Stock Details BK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,289
Closed -$253K – 90
2024
Q4 		$253K Buy
+3,289
New +$253K 0.05% 95