Tolleson Wealth Management, Inc. AIV Holdings History
Tolleson Wealth Management, Inc.'s Apartment Investment & Management Co Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held - shares of Apartment Investment & Management Co(AIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0% of the outstanding Apartment Investment & Management Co(AIV) stock.
The initial trade took place in 2021Q1. And since then Tolleson Wealth Management, Inc. has made 3 purchases of AIV, at an average price of $7.13, for a total of 169,603.00 shares. In addition, there have been 2 sales at an average price of $8.29 for 169,603.00 shares. Based on historical transaction data and AIV's current price of $8.70, Tolleson Wealth Management, Inc.'s estimated gain on his AIV holdings is $197,136.98, reflecting a 16.31% gain to date.
Tolleson Wealth Management, Inc. AIV ($8.70) Holding Chart
Tolleson Wealth Management, Inc. AIV ($8.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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